Back to STT-PG
National Wealth Management Group, LLC → STT-PG
National Wealth Management Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
49
Latest value
$952K
Q3 2026
Peak value
$26.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $372K |
| Q3 2025 | $410K |
| Q3 2025 | $622K |
| Q3 2025 | $856K |
| Q3 2025 | $1M |
| Q3 2025 | $4.5M |
| Q3 2025 | $1.2M |
| Q3 2025 | $230K |
| Q3 2025 | $375K |
| Q3 2025 | $257K |
| Q4 2025 | $721K |
| Q4 2025 | $591K |
| Q4 2025 | $1.1M |
| Q4 2025 | $6.2M |
| Q4 2025 | $376K |
| Q4 2025 | $1.5M |
| Q4 2025 | $392K |
| Q4 2025 | $353K |
| Q4 2025 | $269K |
| Q4 2025 | $205K |
| Q1 2026 | $817K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1M |
| Q1 2026 | $9.3M |
| Q1 2026 | $765K |
| Q1 2026 | $335K |
| Q1 2026 | $5.2M |
| Q1 2026 | $393K |
| Q1 2026 | $265K |
| Q1 2026 | $234K |
| Q2 2026 | $938K |
| Q2 2026 | $1.4M |
| Q2 2026 | $4M |
| Q2 2026 | $22.7M |
| Q2 2026 | $998K |
| Q2 2026 | $6.1M |
| Q2 2026 | $216K |
| Q2 2026 | $239K |
| Q2 2026 | $582K |
| Q3 2026 | $978K |
| Q3 2026 | $1.4M |
| Q3 2026 | $5.6M |
| Q3 2026 | $26.4M |
| Q3 2026 | $609K |
| Q3 2026 | $997K |
| Q3 2026 | $6.1M |
| Q3 2026 | $273K |
| Q3 2026 | $225K |
| Q3 2026 | $952K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $952K | 4.9K | — | — |
| Q3 2026 | $225K | 4.2K | — | — |
| Q3 2026 | $273K | 4.4K | — | — |
| Q3 2026 | $6.1M | 67.0K | — | — |
| Q3 2026 | $997K | 10.0K | — | — |
| Q3 2026 | $609K | 3.9K | — | — |
| Q3 2026 | $26.4M | 293.7K | — | — |
| Q3 2026 | $5.6M | 88.5K | — | — |
| Q3 2026 | $1.4M | 51.4K | — | — |
| Q3 2026 | $978K | 18.9K | — | — |
| Q2 2026 | $582K | 3.1K | — | — |
| Q2 2026 | $239K | 4.5K | — | — |
| Q2 2026 | $216K | 4.1K | — | — |
| Q2 2026 | $6.1M | 66.8K | — | — |
| Q2 2026 | $998K | 10.0K | — | — |
| Q2 2026 | $22.7M | 258.1K | — | — |
| Q2 2026 | $4M | 59.9K | — | — |
| Q2 2026 | $1.4M | 48.1K | — | — |
| Q2 2026 | $938K | 18.1K | — | — |
| Q1 2026 | $234K | 4.7K | — | — |
| Q1 2026 | $265K | 4.3K | — | — |
| Q1 2026 | $393K | 2.7K | — | — |
| Q1 2026 | $5.2M | 56.5K | — | — |
| Q1 2026 | $335K | 3.5K | — | — |
| Q1 2026 | $765K | 7.7K | — | — |
| Q1 2026 | $9.3M | 121.2K | — | — |
| Q1 2026 | $1M | 17.4K | — | — |
| Q1 2026 | $1.4M | 49.9K | — | — |
| Q1 2026 | $817K | 17.4K | — | — |
| Q4 2025 | $205K | 1.4K | — | — |
| Q4 2025 | $269K | 4.9K | — | — |
| Q4 2025 | $353K | 3.0K | — | — |
| Q4 2025 | $392K | 2.5K | — | — |
| Q4 2025 | $1.5M | 15.9K | — | — |
| Q4 2025 | $376K | 3.9K | — | — |
| Q4 2025 | $6.2M | 77.2K | — | — |
| Q4 2025 | $1.1M | 18.3K | — | — |
| Q4 2025 | $591K | 20.1K | — | — |
| Q4 2025 | $721K | 15.4K | — | — |
| Q3 2025 | $257K | 913 | — | — |
| Q3 2025 | $375K | 7.0K | — | — |
| Q3 2025 | $230K | 2.6K | — | — |
| Q3 2025 | $1.2M | 13.2K | — | — |
| Q3 2025 | $4.5M | 56.8K | — | — |
| Q3 2025 | $1M | 17.8K | — | — |
| Q3 2025 | $856K | 28.9K | — | — |
| Q3 2025 | $622K | 13.3K | — | — |
| Q3 2025 | $410K | 4.7K | — | — |
| Q3 2025 | $372K | 6.0K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B