Back to STT-PG
Peterson Wealth Advisors, LLC → STT-PG
Peterson Wealth Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
25
Latest value
$228.2M
Q3 2026
Peak value
$228.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.2M |
| Q3 2025 | $69.9M |
| Q3 2025 | $4.3M |
| Q3 2025 | $41.9M |
| Q3 2025 | $181.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $72.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $42.6M |
| Q4 2025 | $184.3M |
| Q1 2026 | $2.3M |
| Q1 2026 | $85.8M |
| Q1 2026 | $1.5M |
| Q1 2026 | $43.3M |
| Q1 2026 | $184M |
| Q2 2026 | $2.5M |
| Q2 2026 | $99.4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $50.6M |
| Q2 2026 | $216.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $103.1M |
| Q3 2026 | $1.7M |
| Q3 2026 | $49.1M |
| Q3 2026 | $228.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $228.2M | 2.54M | — | — |
| Q3 2026 | $49.1M | 778.9K | — | — |
| Q3 2026 | $1.7M | 18.3K | — | — |
| Q3 2026 | $103.1M | 2.05M | — | — |
| Q3 2026 | $2.4M | 46.5K | — | — |
| Q2 2026 | $216.1M | 2.46M | — | — |
| Q2 2026 | $50.6M | 748.3K | — | — |
| Q2 2026 | $1.7M | 18.7K | — | — |
| Q2 2026 | $99.4M | 1.97M | — | — |
| Q2 2026 | $2.5M | 47.5K | — | — |
| Q1 2026 | $184M | 2.40M | — | — |
| Q1 2026 | $43.3M | 730.8K | — | — |
| Q1 2026 | $1.5M | 18.6K | — | — |
| Q1 2026 | $85.8M | 1.88M | — | — |
| Q1 2026 | $2.3M | 48.3K | — | — |
| Q4 2025 | $184.3M | 2.30M | — | — |
| Q4 2025 | $42.6M | 735.5K | — | — |
| Q4 2025 | $1.5M | 18.8K | — | — |
| Q4 2025 | $72.3M | 1.63M | — | — |
| Q4 2025 | $2.2M | 47.4K | — | — |
| Q3 2025 | $181.1M | 2.30M | — | — |
| Q3 2025 | $41.9M | 733.7K | — | — |
| Q3 2025 | $4.3M | 53.6K | — | — |
| Q3 2025 | $69.9M | 1.62M | — | — |
| Q3 2025 | $3.2M | 67.1K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B