Back to STT-PG
Pacific Capital Wealth Advisors, Inc. → STT-PG
Pacific Capital Wealth Advisors, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
22
Latest value
$256K
Q3 2026
Peak value
$15.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8M |
| Q3 2025 | $15.2M |
| Q3 2025 | $288K |
| Q3 2025 | $227K |
| Q4 2025 | $7.9M |
| Q4 2025 | $14.9M |
| Q4 2025 | $321K |
| Q4 2025 | $217K |
| Q1 2026 | $7.9M |
| Q1 2026 | $14.8M |
| Q1 2026 | $304K |
| Q1 2026 | $255K |
| Q1 2026 | $220K |
| Q2 2026 | $6.8M |
| Q2 2026 | $14.4M |
| Q2 2026 | $329K |
| Q2 2026 | $221K |
| Q2 2026 | $203K |
| Q3 2026 | $2.8M |
| Q3 2026 | $14.2M |
| Q3 2026 | $349K |
| Q3 2026 | $256K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $256K | 4.2K | — | — |
| Q3 2026 | $349K | 2.1K | — | — |
| Q3 2026 | $14.2M | 154.6K | — | — |
| Q3 2026 | $2.8M | 95.8K | — | — |
| Q2 2026 | $203K | 4.6K | — | — |
| Q2 2026 | $221K | 4.2K | — | — |
| Q2 2026 | $329K | 2.1K | — | — |
| Q2 2026 | $14.4M | 156.8K | — | — |
| Q2 2026 | $6.8M | 225.0K | — | — |
| Q1 2026 | $220K | 5.4K | — | — |
| Q1 2026 | $255K | 4.2K | — | — |
| Q1 2026 | $304K | 2.1K | — | — |
| Q1 2026 | $14.8M | 161.2K | — | — |
| Q1 2026 | $7.9M | 262.3K | — | — |
| Q4 2025 | $217K | 5.4K | — | — |
| Q4 2025 | $321K | 2.1K | — | — |
| Q4 2025 | $14.9M | 162.9K | — | — |
| Q4 2025 | $7.9M | 263.0K | — | — |
| Q3 2025 | $227K | 5.4K | — | — |
| Q3 2025 | $288K | 2.1K | — | — |
| Q3 2025 | $15.2M | 165.9K | — | — |
| Q3 2025 | $8M | 263.2K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B