Back to STT-PG
STRATEGIC PLANNING GROUP, LLC → STT-PG
STRATEGIC PLANNING GROUP, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
5
Latest value
$258K
Q3 2026
Peak value
$58.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.7M |
| Q1 2026 | $48.1M |
| Q2 2026 | $58.4M |
| Q3 2026 | $27.7M |
| Q3 2026 | $258K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $258K | 4.2K | — | — |
| Q3 2026 | $27.7M | 857.2K | — | — |
| Q2 2026 | $58.4M | 1.75M | — | — |
| Q1 2026 | $48.1M | 1.43M | — | — |
| Q4 2025 | $9.7M | 286.7K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B