Back to STT-PG
Professional Financial Advisors, LLC → STT-PG
Professional Financial Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
46
Latest value
$6.6M
Q3 2026
Peak value
$203.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $639K |
| Q3 2025 | $698K |
| Q3 2025 | $790K |
| Q3 2025 | $206K |
| Q3 2025 | $131M |
| Q3 2025 | $1.3M |
| Q3 2025 | $941K |
| Q3 2025 | $9.2M |
| Q3 2025 | $5.6M |
| Q4 2025 | $560K |
| Q4 2025 | $704K |
| Q4 2025 | $847K |
| Q4 2025 | $210K |
| Q4 2025 | $135.2M |
| Q4 2025 | $204K |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $9.6M |
| Q4 2025 | $5.9M |
| Q1 2026 | $561K |
| Q1 2026 | $328K |
| Q1 2026 | $829K |
| Q1 2026 | $330K |
| Q1 2026 | $121.2M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.4M |
| Q1 2026 | $7.7M |
| Q1 2026 | $6.1M |
| Q2 2026 | $637K |
| Q2 2026 | $370K |
| Q2 2026 | $923K |
| Q2 2026 | $207K |
| Q2 2026 | $288K |
| Q2 2026 | $203.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $7.3M |
| Q2 2026 | $6.7M |
| Q3 2026 | $643K |
| Q3 2026 | $342K |
| Q3 2026 | $912K |
| Q3 2026 | $208K |
| Q3 2026 | $277K |
| Q3 2026 | $173.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $7.4M |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 21.7K | — | — |
| Q3 2026 | $7.4M | 80.9K | — | — |
| Q3 2026 | $1.4M | 15.7K | — | — |
| Q3 2026 | $173.2M | 1.88M | — | — |
| Q3 2026 | $277K | 11.4K | — | — |
| Q3 2026 | $208K | 872 | — | — |
| Q3 2026 | $912K | 18.2K | — | — |
| Q3 2026 | $342K | 6.6K | — | — |
| Q3 2026 | $643K | 7.4K | — | — |
| Q2 2026 | $6.7M | 21.6K | — | — |
| Q2 2026 | $7.3M | 80.0K | — | — |
| Q2 2026 | $1.3M | 14.4K | — | — |
| Q2 2026 | $203.7M | 2.24M | — | — |
| Q2 2026 | $288K | 11.3K | — | — |
| Q2 2026 | $207K | 870 | — | — |
| Q2 2026 | $923K | 18.3K | — | — |
| Q2 2026 | $370K | 7.1K | — | — |
| Q2 2026 | $637K | 7.4K | — | — |
| Q1 2026 | $6.1M | 21.7K | — | — |
| Q1 2026 | $7.7M | 84.1K | — | — |
| Q1 2026 | $1.4M | 14.1K | — | — |
| Q1 2026 | $1.1M | 14.0K | — | — |
| Q1 2026 | $121.2M | 1.53M | — | — |
| Q1 2026 | $330K | 12.9K | — | — |
| Q1 2026 | $829K | 18.2K | — | — |
| Q1 2026 | $328K | 7.0K | — | — |
| Q1 2026 | $561K | 7.4K | — | — |
| Q4 2025 | $5.9M | 20.4K | — | — |
| Q4 2025 | $9.6M | 105.1K | — | — |
| Q4 2025 | $1.1M | 11.1K | — | — |
| Q4 2025 | $1.3M | 15.9K | — | — |
| Q4 2025 | $204K | 3.5K | — | — |
| Q4 2025 | $135.2M | 1.64M | — | — |
| Q4 2025 | $210K | 8.2K | — | — |
| Q4 2025 | $847K | 19.1K | — | — |
| Q4 2025 | $704K | 15.0K | — | — |
| Q4 2025 | $560K | 7.3K | — | — |
| Q3 2025 | $5.6M | 19.7K | — | — |
| Q3 2025 | $9.2M | 100.3K | — | — |
| Q3 2025 | $941K | 9.6K | — | — |
| Q3 2025 | $1.3M | 16.2K | — | — |
| Q3 2025 | $131M | 1.62M | — | — |
| Q3 2025 | $206K | 1.0K | — | — |
| Q3 2025 | $790K | 18.5K | — | — |
| Q3 2025 | $698K | 14.9K | — | — |
| Q3 2025 | $639K | 8.5K | — | — |