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Schorn Wealth LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
25
Latest value
$2.4M
Q3 2026
Peak value
$22.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q3 2025 | $944K |
| Q3 2025 | $222K |
| Q3 2025 | $14.4M |
| Q3 2025 | $2.1M |
| Q4 2025 | $216K |
| Q4 2025 | $967K |
| Q4 2025 | $236K |
| Q4 2025 | $14.6M |
| Q4 2025 | $2.1M |
| Q1 2026 | $222K |
| Q1 2026 | $924K |
| Q1 2026 | $205K |
| Q1 2026 | $14.6M |
| Q1 2026 | $2.1M |
| Q2 2026 | $246K |
| Q2 2026 | $1.1M |
| Q2 2026 | $208K |
| Q2 2026 | $21.1M |
| Q2 2026 | $2.1M |
| Q3 2026 | $245K |
| Q3 2026 | $1.1M |
| Q3 2026 | $212K |
| Q3 2026 | $22.2M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 22.1K | — | — |
| Q3 2026 | $22.2M | 113.2K | — | — |
| Q3 2026 | $212K | 1.3K | — | — |
| Q3 2026 | $1.1M | 12.1K | — | — |
| Q3 2026 | $245K | 4.9K | — | — |
| Q2 2026 | $2.1M | 19.9K | — | — |
| Q2 2026 | $21.1M | 110.8K | — | — |
| Q2 2026 | $208K | 1.3K | — | — |
| Q2 2026 | $1.1M | 12.1K | — | — |
| Q2 2026 | $246K | 4.9K | — | — |
| Q1 2026 | $2.1M | 18.7K | — | — |
| Q1 2026 | $14.6M | 109.8K | — | — |
| Q1 2026 | $205K | 1.4K | — | — |
| Q1 2026 | $924K | 12.1K | — | — |
| Q1 2026 | $222K | 4.9K | — | — |
| Q4 2025 | $2.1M | 17.6K | — | — |
| Q4 2025 | $14.6M | 101.1K | — | — |
| Q4 2025 | $236K | 1.5K | — | — |
| Q4 2025 | $967K | 12.1K | — | — |
| Q4 2025 | $216K | 4.9K | — | — |
| Q3 2025 | $2.1M | 17.3K | — | — |
| Q3 2025 | $14.4M | 51.3K | — | — |
| Q3 2025 | $222K | 1.6K | — | — |
| Q3 2025 | $944K | 12.0K | — | — |
| Q3 2025 | $208K | 4.9K | — | — |