Back to STT-PG
Summit Financial Consulting LLC → STT-PG
Summit Financial Consulting LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
15
Latest value
$1.4M
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q4 2025 | $291K |
| Q4 2025 | $282K |
| Q4 2025 | $1.3M |
| Q4 2025 | $825K |
| Q1 2026 | $1M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.3M |
| Q2 2026 | $732K |
| Q2 2026 | $274K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.6M |
| Q3 2026 | $704K |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 36.6K | — | — |
| Q3 2026 | $1.6M | 8.1K | — | — |
| Q3 2026 | $704K | 7.8K | — | — |
| Q2 2026 | $1.6M | 34.8K | — | — |
| Q2 2026 | $1.5M | 7.9K | — | — |
| Q2 2026 | $274K | 5.2K | — | — |
| Q2 2026 | $732K | 8.3K | — | — |
| Q1 2026 | $1.3M | 29.3K | — | — |
| Q1 2026 | $1.3M | 10.1K | — | — |
| Q1 2026 | $1M | 13.1K | — | — |
| Q4 2025 | $825K | 19.3K | — | — |
| Q4 2025 | $1.3M | 9.1K | — | — |
| Q4 2025 | $282K | 6.3K | — | — |
| Q4 2025 | $291K | 3.2K | — | — |
| Q4 2025 | $1M | 13.0K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B