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Seneca Financial Advisors LLC → STT-PG
Seneca Financial Advisors LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
12
Latest value
$6.6M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.3M |
| Q1 2026 | $234K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $270K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $277K |
| Q3 2026 | $6.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.6M | 360.7K | — | — |
| Q3 2026 | $277K | 4.4K | — | — |
| Q3 2026 | $1.4M | 27.4K | — | — |
| Q3 2026 | $1.4M | 17.7K | — | — |
| Q2 2026 | $270K | 4.4K | — | — |
| Q2 2026 | $1.4M | 27.4K | — | — |
| Q2 2026 | $1.5M | 18.4K | — | — |
| Q1 2026 | $234K | 4.4K | — | — |
| Q1 2026 | $1.3M | 27.6K | — | — |
| Q1 2026 | $1.4M | 18.3K | — | — |
| Q4 2025 | $1.2M | 27.6K | — | — |
| Q4 2025 | $1.5M | 20.5K | — | — |