Back to STT-PG
Net Worth Advisory Group → STT-PG
Net Worth Advisory Group STT-PG Position History
State Street Corporation • Banking
Quarters held
26
Latest value
$230K
Q3 2026
Peak value
$8.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $724K |
| Q4 2025 | $363K |
| Q4 2025 | $296K |
| Q4 2025 | $442K |
| Q4 2025 | $8.6M |
| Q4 2025 | $652K |
| Q4 2025 | $720K |
| Q4 2025 | $3.4M |
| Q4 2025 | $214K |
| Q1 2026 | $745K |
| Q1 2026 | $373K |
| Q1 2026 | $309K |
| Q1 2026 | $442K |
| Q1 2026 | $8.6M |
| Q1 2026 | $678K |
| Q1 2026 | $728K |
| Q1 2026 | $2.9M |
| Q1 2026 | $230K |
| Q2 2026 | $842K |
| Q2 2026 | $8.3M |
| Q2 2026 | $2.5M |
| Q2 2026 | $231K |
| Q3 2026 | $889K |
| Q3 2026 | $8.5M |
| Q3 2026 | $2.5M |
| Q3 2026 | $230K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $230K | 4.9K | — | — |
| Q3 2026 | $2.5M | 27.7K | — | — |
| Q3 2026 | $8.5M | 401.2K | — | — |
| Q3 2026 | $889K | 17.3K | — | — |
| Q2 2026 | $231K | 4.8K | — | — |
| Q2 2026 | $2.5M | 27.7K | — | — |
| Q2 2026 | $8.3M | 384.3K | — | — |
| Q2 2026 | $842K | 16.3K | — | — |
| Q1 2026 | $230K | 4.8K | — | — |
| Q1 2026 | $2.9M | 31.2K | — | — |
| Q1 2026 | $728K | 8.5K | — | — |
| Q1 2026 | $678K | 7.1K | — | — |
| Q1 2026 | $8.6M | 391.4K | — | — |
| Q1 2026 | $442K | 7.8K | — | — |
| Q1 2026 | $309K | 3.3K | — | — |
| Q1 2026 | $373K | 3.9K | — | — |
| Q1 2026 | $745K | 15.9K | — | — |
| Q4 2025 | $214K | 4.5K | — | — |
| Q4 2025 | $3.4M | 37.1K | — | — |
| Q4 2025 | $720K | 8.5K | — | — |
| Q4 2025 | $652K | 7.1K | — | — |
| Q4 2025 | $8.6M | 380.6K | — | — |
| Q4 2025 | $442K | 7.8K | — | — |
| Q4 2025 | $296K | 3.3K | — | — |
| Q4 2025 | $363K | 3.9K | — | — |
| Q4 2025 | $724K | 15.5K | — | — |