Back to STT-PG
StoneCrest Wealth Management, Inc. → STT-PG
StoneCrest Wealth Management, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
9
Latest value
$244K
Q3 2026
Peak value
$10.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.2M |
| Q1 2026 | $9.8M |
| Q1 2026 | $372K |
| Q2 2026 | $3.5M |
| Q2 2026 | $10.3M |
| Q2 2026 | $241K |
| Q3 2026 | $3.7M |
| Q3 2026 | $10.5M |
| Q3 2026 | $244K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $244K | 1.2K | — | — |
| Q3 2026 | $10.5M | 116.7K | — | — |
| Q3 2026 | $3.7M | 29.9K | — | — |
| Q2 2026 | $241K | 1.3K | — | — |
| Q2 2026 | $10.3M | 117.3K | — | — |
| Q2 2026 | $3.5M | 29.7K | — | — |
| Q1 2026 | $372K | 6.1K | — | — |
| Q1 2026 | $9.8M | 128.0K | — | — |
| Q4 2025 | $10.2M | 127.6K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B