Back to STT-PG
SilverOak Wealth Management LLC → STT-PG
SilverOak Wealth Management LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
25
Latest value
$306K
Q3 2026
Peak value
$87.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $439K |
| Q4 2025 | $66.1M |
| Q4 2025 | $23.2M |
| Q4 2025 | $306K |
| Q4 2025 | $212K |
| Q4 2025 | $314K |
| Q1 2026 | $457K |
| Q1 2026 | $62.4M |
| Q1 2026 | $23.6M |
| Q1 2026 | $289K |
| Q1 2026 | $253K |
| Q1 2026 | $283K |
| Q2 2026 | $527K |
| Q2 2026 | $81.1M |
| Q2 2026 | $26.2M |
| Q2 2026 | $313K |
| Q2 2026 | $208K |
| Q2 2026 | $235K |
| Q2 2026 | $309K |
| Q3 2026 | $493K |
| Q3 2026 | $87.8M |
| Q3 2026 | $26.4M |
| Q3 2026 | $332K |
| Q3 2026 | $272K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 5.7K | — | — |
| Q3 2026 | $272K | 4.4K | — | — |
| Q3 2026 | $332K | 2.0K | — | — |
| Q3 2026 | $26.4M | 432.4K | — | — |
| Q3 2026 | $87.8M | 713.3K | — | — |
| Q3 2026 | $493K | 4.8K | — | — |
| Q2 2026 | $309K | 5.8K | — | — |
| Q2 2026 | $235K | 4.4K | — | — |
| Q2 2026 | $208K | 1.8K | — | — |
| Q2 2026 | $313K | 2.0K | — | — |
| Q2 2026 | $26.2M | 430.5K | — | — |
| Q2 2026 | $81.1M | 682.0K | — | — |
| Q2 2026 | $527K | 4.8K | — | — |
| Q1 2026 | $283K | 5.7K | — | — |
| Q1 2026 | $253K | 4.1K | — | — |
| Q1 2026 | $289K | 2.0K | — | — |
| Q1 2026 | $23.6M | 416.9K | — | — |
| Q1 2026 | $62.4M | 637.5K | — | — |
| Q1 2026 | $457K | 4.8K | — | — |
| Q4 2025 | $314K | 5.7K | — | — |
| Q4 2025 | $212K | 1.8K | — | — |
| Q4 2025 | $306K | 2.0K | — | — |
| Q4 2025 | $23.2M | 408.4K | — | — |
| Q4 2025 | $66.1M | 620.0K | — | — |
| Q4 2025 | $439K | 4.8K | — | — |