Back to STT-PG
Montz Harcus Wealth Management LLC → STT-PG
Montz Harcus Wealth Management LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
47
Latest value
$41.5M
Q3 2026
Peak value
$41.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q3 2025 | $9.6M |
| Q3 2025 | $602K |
| Q3 2025 | $353K |
| Q3 2025 | $202K |
| Q3 2025 | $318K |
| Q3 2025 | $3.8M |
| Q3 2025 | $13.1M |
| Q3 2025 | $34.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $10.4M |
| Q4 2025 | $636K |
| Q4 2025 | $412K |
| Q4 2025 | $233K |
| Q4 2025 | $322K |
| Q4 2025 | $3.8M |
| Q4 2025 | $13.5M |
| Q4 2025 | $35.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $11.6M |
| Q1 2026 | $652K |
| Q1 2026 | $592K |
| Q1 2026 | $246K |
| Q1 2026 | $335K |
| Q1 2026 | $3.8M |
| Q1 2026 | $14.2M |
| Q1 2026 | $34.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $12.9M |
| Q2 2026 | $229K |
| Q2 2026 | $768K |
| Q2 2026 | $8M |
| Q2 2026 | $297K |
| Q2 2026 | $392K |
| Q2 2026 | $4M |
| Q2 2026 | $17.4M |
| Q2 2026 | $39.9M |
| Q3 2026 | $1.9M |
| Q3 2026 | $13.7M |
| Q3 2026 | $206K |
| Q3 2026 | $731K |
| Q3 2026 | $8.3M |
| Q3 2026 | $312K |
| Q3 2026 | $664K |
| Q3 2026 | $3.7M |
| Q3 2026 | $16.5M |
| Q3 2026 | $41.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41.5M | 462.3K | — | — |
| Q3 2026 | $16.5M | 261.6K | — | — |
| Q3 2026 | $3.7M | 42.2K | — | — |
| Q3 2026 | $664K | 6.4K | — | — |
| Q3 2026 | $312K | 5.1K | — | — |
| Q3 2026 | $8.3M | 67.7K | — | — |
| Q3 2026 | $731K | 7.2K | — | — |
| Q3 2026 | $206K | 1.9K | — | — |
| Q3 2026 | $13.7M | 272.4K | — | — |
| Q3 2026 | $1.9M | 36.3K | — | — |
| Q2 2026 | $39.9M | 454.1K | — | — |
| Q2 2026 | $17.4M | 257.2K | — | — |
| Q2 2026 | $4M | 42.6K | — | — |
| Q2 2026 | $392K | 3.5K | — | — |
| Q2 2026 | $297K | 4.9K | — | — |
| Q2 2026 | $8M | 66.9K | — | — |
| Q2 2026 | $768K | 7.0K | — | — |
| Q2 2026 | $229K | 1.9K | — | — |
| Q2 2026 | $12.9M | 256.5K | — | — |
| Q2 2026 | $1.5M | 28.9K | — | — |
| Q1 2026 | $34.4M | 449.9K | — | — |
| Q1 2026 | $14.2M | 240.1K | — | — |
| Q1 2026 | $3.8M | 45.2K | — | — |
| Q1 2026 | $335K | 3.5K | — | — |
| Q1 2026 | $246K | 4.3K | — | — |
| Q1 2026 | $592K | 6.0K | — | — |
| Q1 2026 | $652K | 6.9K | — | — |
| Q1 2026 | $11.6M | 253.4K | — | — |
| Q1 2026 | $1.3M | 27.4K | — | — |
| Q4 2025 | $35.3M | 440.5K | — | — |
| Q4 2025 | $13.5M | 232.7K | — | — |
| Q4 2025 | $3.8M | 45.0K | — | — |
| Q4 2025 | $322K | 3.5K | — | — |
| Q4 2025 | $233K | 4.1K | — | — |
| Q4 2025 | $412K | 3.9K | — | — |
| Q4 2025 | $636K | 7.0K | — | — |
| Q4 2025 | $10.4M | 233.4K | — | — |
| Q4 2025 | $1.1M | 23.9K | — | — |
| Q3 2025 | $34.3M | 437.4K | — | — |
| Q3 2025 | $13.1M | 229.8K | — | — |
| Q3 2025 | $3.8M | 45.7K | — | — |
| Q3 2025 | $318K | 3.5K | — | — |
| Q3 2025 | $202K | 3.6K | — | — |
| Q3 2025 | $353K | 3.4K | — | — |
| Q3 2025 | $602K | 6.8K | — | — |
| Q3 2025 | $9.6M | 224.3K | — | — |
| Q3 2025 | $1.1M | 22.9K | — | — |