Back to STT-PG
Peak Financial Management, Inc. → STT-PG
Peak Financial Management, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
26
Latest value
$265K
Q3 2026
Peak value
$31.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $28.4M |
| Q4 2025 | $12.2M |
| Q4 2025 | $1.3M |
| Q4 2025 | $411K |
| Q4 2025 | $469K |
| Q4 2025 | $210K |
| Q4 2025 | $275K |
| Q1 2026 | $27.6M |
| Q1 2026 | $12.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $358K |
| Q1 2026 | $404K |
| Q1 2026 | $256K |
| Q2 2026 | $31.3M |
| Q2 2026 | $13.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $365K |
| Q2 2026 | $437K |
| Q2 2026 | $294K |
| Q3 2026 | $31.8M |
| Q3 2026 | $13.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $348K |
| Q3 2026 | $464K |
| Q3 2026 | $238K |
| Q3 2026 | $265K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $265K | 1.6K | — | — |
| Q3 2026 | $238K | 3.9K | — | — |
| Q3 2026 | $464K | 2.8K | — | — |
| Q3 2026 | $348K | 3.8K | — | — |
| Q3 2026 | $1.1M | 30.2K | — | — |
| Q3 2026 | $13.9M | 268.1K | — | — |
| Q3 2026 | $31.8M | 367.2K | — | — |
| Q2 2026 | $294K | 1.6K | — | — |
| Q2 2026 | $437K | 2.8K | — | — |
| Q2 2026 | $365K | 3.8K | — | — |
| Q2 2026 | $1.3M | 32.5K | — | — |
| Q2 2026 | $13.7M | 264.2K | — | — |
| Q2 2026 | $31.3M | 365.1K | — | — |
| Q1 2026 | $256K | 1.6K | — | — |
| Q1 2026 | $404K | 2.8K | — | — |
| Q1 2026 | $358K | 3.7K | — | — |
| Q1 2026 | $1.3M | 33.0K | — | — |
| Q1 2026 | $12.3M | 261.3K | — | — |
| Q1 2026 | $27.6M | 364.4K | — | — |
| Q4 2025 | $275K | 1.8K | — | — |
| Q4 2025 | $210K | 1.8K | — | — |
| Q4 2025 | $469K | 3.0K | — | — |
| Q4 2025 | $411K | 4.2K | — | — |
| Q4 2025 | $1.3M | 33.5K | — | — |
| Q4 2025 | $12.2M | 260.0K | — | — |
| Q4 2025 | $28.4M | 369.7K | — | — |