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SimpliFi, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
20
Latest value
$472K
Q3 2026
Peak value
$23.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22.1M |
| Q4 2025 | $746K |
| Q4 2025 | $354K |
| Q4 2025 | $263K |
| Q4 2025 | $435K |
| Q1 2026 | $22.8M |
| Q1 2026 | $747K |
| Q1 2026 | $342K |
| Q1 2026 | $265K |
| Q1 2026 | $463K |
| Q2 2026 | $23.8M |
| Q2 2026 | $775K |
| Q2 2026 | $303K |
| Q2 2026 | $267K |
| Q2 2026 | $490K |
| Q3 2026 | $23.9M |
| Q3 2026 | $723K |
| Q3 2026 | $302K |
| Q3 2026 | $270K |
| Q3 2026 | $472K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $472K | 10.4K | — | — |
| Q3 2026 | $270K | 2.9K | — | — |
| Q3 2026 | $302K | 10.2K | — | — |
| Q3 2026 | $723K | 30.8K | — | — |
| Q3 2026 | $23.9M | 245.4K | — | — |
| Q2 2026 | $490K | 10.3K | — | — |
| Q2 2026 | $267K | 2.9K | — | — |
| Q2 2026 | $303K | 10.1K | — | — |
| Q2 2026 | $775K | 30.5K | — | — |
| Q2 2026 | $23.8M | 247.9K | — | — |
| Q1 2026 | $463K | 10.2K | — | — |
| Q1 2026 | $265K | 2.9K | — | — |
| Q1 2026 | $342K | 11.4K | — | — |
| Q1 2026 | $747K | 30.1K | — | — |
| Q1 2026 | $22.8M | 244.3K | — | — |
| Q4 2025 | $435K | 10.1K | — | — |
| Q4 2025 | $263K | 2.9K | — | — |
| Q4 2025 | $354K | 11.7K | — | — |
| Q4 2025 | $746K | 29.9K | — | — |
| Q4 2025 | $22.1M | 243.6K | — | — |