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SHEETS SMITH WEALTH MANAGEMENT → STT-PG
SHEETS SMITH WEALTH MANAGEMENT STT-PG Position History
State Street Corporation • Banking
Quarters held
63
Latest value
$323K
Q3 2026
Peak value
$16M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $950K |
| Q4 2025 | $6.4M |
| Q4 2025 | $554K |
| Q4 2025 | $277K |
| Q4 2025 | $9.7M |
| Q4 2025 | $776K |
| Q4 2025 | $583K |
| Q4 2025 | $3.7M |
| Q4 2025 | $14.3M |
| Q4 2025 | $2.1M |
| Q4 2025 | $1.9M |
| Q4 2025 | $770K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.4M |
| Q4 2025 | $831K |
| Q4 2025 | $343K |
| Q1 2026 | $1M |
| Q1 2026 | $6.7M |
| Q1 2026 | $507K |
| Q1 2026 | $288K |
| Q1 2026 | $9.6M |
| Q1 2026 | $531K |
| Q1 2026 | $584K |
| Q1 2026 | $4.9M |
| Q1 2026 | $14M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.8M |
| Q1 2026 | $761K |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $854K |
| Q1 2026 | $325K |
| Q2 2026 | $1.1M |
| Q2 2026 | $7.4M |
| Q2 2026 | $1.1M |
| Q2 2026 | $292K |
| Q2 2026 | $9.8M |
| Q2 2026 | $541K |
| Q2 2026 | $577K |
| Q2 2026 | $7.1M |
| Q2 2026 | $16M |
| Q2 2026 | $936K |
| Q2 2026 | $1.9M |
| Q2 2026 | $776K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $937K |
| Q2 2026 | $352K |
| Q3 2026 | $7.2M |
| Q3 2026 | $973K |
| Q3 2026 | $274K |
| Q3 2026 | $9.5M |
| Q3 2026 | $442K |
| Q3 2026 | $547K |
| Q3 2026 | $7.7M |
| Q3 2026 | $16M |
| Q3 2026 | $932K |
| Q3 2026 | $1.8M |
| Q3 2026 | $745K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.5M |
| Q3 2026 | $947K |
| Q3 2026 | $323K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $323K | 1.9K | — | — |
| Q3 2026 | $947K | 34.3K | — | — |
| Q3 2026 | $1.5M | 53.9K | — | — |
| Q3 2026 | $1.2M | 6.2K | — | — |
| Q3 2026 | $745K | 4.3K | — | — |
| Q3 2026 | $1.8M | 79.6K | — | — |
| Q3 2026 | $932K | 9.4K | — | — |
| Q3 2026 | $16M | 178.3K | — | — |
| Q3 2026 | $7.7M | 83.7K | — | — |
| Q3 2026 | $547K | 22.5K | — | — |
| Q3 2026 | $442K | 15.0K | — | — |
| Q3 2026 | $9.5M | 295.3K | — | — |
| Q3 2026 | $274K | 2.7K | — | — |
| Q3 2026 | $973K | 2.5K | — | — |
| Q3 2026 | $7.2M | 143.8K | — | — |
| Q2 2026 | $352K | 2.2K | — | — |
| Q2 2026 | $937K | 33.5K | — | — |
| Q2 2026 | $1.5M | 52.9K | — | — |
| Q2 2026 | $1.2M | 6.3K | — | — |
| Q2 2026 | $776K | 4.3K | — | — |
| Q2 2026 | $1.9M | 79.4K | — | — |
| Q2 2026 | $936K | 9.4K | — | — |
| Q2 2026 | $16M | 181.7K | — | — |
| Q2 2026 | $7.1M | 77.8K | — | — |
| Q2 2026 | $577K | 22.5K | — | — |
| Q2 2026 | $541K | 18.0K | — | — |
| Q2 2026 | $9.8M | 292.8K | — | — |
| Q2 2026 | $292K | 2.7K | — | — |
| Q2 2026 | $1.1M | 2.8K | — | — |
| Q2 2026 | $7.4M | 146.6K | — | — |
| Q2 2026 | $1.1M | 22.0K | — | — |
| Q1 2026 | $325K | 2.2K | — | — |
| Q1 2026 | $854K | 30.7K | — | — |
| Q1 2026 | $1.5M | 51.8K | — | — |
| Q1 2026 | $1.1M | 6.3K | — | — |
| Q1 2026 | $761K | 4.3K | — | — |
| Q1 2026 | $1.8M | 79.3K | — | — |
| Q1 2026 | $1.7M | 16.8K | — | — |
| Q1 2026 | $14M | 182.4K | — | — |
| Q1 2026 | $4.9M | 62.6K | — | — |
| Q1 2026 | $584K | 22.5K | — | — |
| Q1 2026 | $531K | 17.7K | — | — |
| Q1 2026 | $9.6M | 285.0K | — | — |
| Q1 2026 | $288K | 3.0K | — | — |
| Q1 2026 | $507K | 2.0K | — | — |
| Q1 2026 | $6.7M | 145.8K | — | — |
| Q1 2026 | $1M | 22.0K | — | — |
| Q4 2025 | $343K | 2.2K | — | — |
| Q4 2025 | $831K | 29.2K | — | — |
| Q4 2025 | $1.4M | 51.3K | — | — |
| Q4 2025 | $1.1M | 6.3K | — | — |
| Q4 2025 | $770K | 4.4K | — | — |
| Q4 2025 | $1.9M | 81.0K | — | — |
| Q4 2025 | $2.1M | 20.8K | — | — |
| Q4 2025 | $14.3M | 178.6K | — | — |
| Q4 2025 | $3.7M | 45.4K | — | — |
| Q4 2025 | $583K | 22.5K | — | — |
| Q4 2025 | $776K | 25.7K | — | — |
| Q4 2025 | $9.7M | 286.4K | — | — |
| Q4 2025 | $277K | 3.0K | — | — |
| Q4 2025 | $554K | 2.0K | — | — |
| Q4 2025 | $6.4M | 143.2K | — | — |
| Q4 2025 | $950K | 20.3K | — | — |