Back to STT-PG
Meredith Wealth Planning → STT-PG
Meredith Wealth Planning STT-PG Position History
State Street Corporation • Banking
Quarters held
6
Latest value
$3.1M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.7M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.4M |
| Q3 2026 | $759K |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 30.7K | — | — |
| Q3 2026 | $759K | 15.1K | — | — |
| Q2 2026 | $3.4M | 31.4K | — | — |
| Q1 2026 | $2.9M | 31.1K | — | — |
| Q4 2025 | $2.8M | 30.4K | — | — |
| Q3 2025 | $2.7M | 30.6K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B