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Rise Advisors, LLC → STT-PG

Rise Advisors, LLC STT-PG Position History

State Street Corporation

Quarters held
13
Latest value
$290K
Q3 2026
Peak value
$6.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$856K
Q4 2025$4.6M
Q4 2025$458K
Q4 2025$443K
Q1 2026$818K
Q1 2026$6.3M
Q1 2026$284K
Q2 2026$890K
Q2 2026$5.2M
Q2 2026$321K
Q3 2026$951K
Q3 2026$6.1M
Q3 2026$290K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$290K1.7K——
Q3 2026$6.1M99.8K——
Q3 2026$951K5.6K——
Q2 2026$321K1.7K——
Q2 2026$5.2M97.4K——
Q2 2026$890K5.6K——
Q1 2026$284K1.7K——
Q1 2026$6.3M107.0K——
Q1 2026$818K5.5K——
Q4 2025$443K2.9K——
Q4 2025$458K8.4K——
Q4 2025$4.6M102.5K——
Q4 2025$856K5.5K——

Other funds holding STT-PG

Other Rise Advisors, LLC positions

VGES

VANGUARD MORNINGSTAR GROWTH ETF

$55.3M
VGES

VANGUARD GROWTH ETF

$52.5M
VGES

VANGUARD GROWTH ETF

$49.5M
VGES

VANGUARD GROWTH ETF

$46.2M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39.8M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$39.3M
FPF

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

$32.5M
VGES

VANGUARD VALUE ETF

$30.8M
Rise Advisors, LLC STT-PG Holdings: 13F Position History | Track13F