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Stephenson & Company, Inc. → STT-PG

Stephenson & Company, Inc. STT-PG Position History

State Street Corporation • Banking

Quarters held
4
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.9M
Q1 2026$2M
Q2 2026$2M
Q3 2026$2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2M21.8K——
Q2 2026$2M21.2K——
Q1 2026$2M20.6K——
Q4 2025$1.9M19.8K——

Other funds holding STT-PG

Other Stephenson & Company, Inc. positions

IVZ

INVESCO EXCHANGE TRADED FD T

$30.9M
IVZ

INVESCO EXCHANGE TRADED FD T

$30.8M
ETHA

ISHARES TR

$30.8M
ETHA

ISHARES TR

$30.4M
VGES

VANGUARD TAX-MANAGED FDS

$30.1M
VGES

VANGUARD TAX-MANAGED FDS

$29.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$29.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$29.1M
Stephenson & Company, Inc. STT-PG Holdings: 13F Position History | Track13F