Back to STT-PG
Summit Financial Wealth Advisors, LLC → STT-PG
Summit Financial Wealth Advisors, LLC STT-PG Position History
State Street Corporation
Quarters held
21
Latest value
$293K
Q3 2026
Peak value
$34.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $30.2M |
| Q4 2025 | $2.5M |
| Q4 2025 | $220K |
| Q4 2025 | $2.3M |
| Q4 2025 | $1.1M |
| Q1 2026 | $32.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $217K |
| Q1 2026 | $762K |
| Q1 2026 | $991K |
| Q2 2026 | $34.5M |
| Q2 2026 | $3.1M |
| Q2 2026 | $218K |
| Q2 2026 | $494K |
| Q2 2026 | $1.4M |
| Q2 2026 | $285K |
| Q3 2026 | $31.4M |
| Q3 2026 | $3.3M |
| Q3 2026 | $572K |
| Q3 2026 | $1.5M |
| Q3 2026 | $293K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $293K | 1.7K | — | — |
| Q3 2026 | $1.5M | 7.5K | — | — |
| Q3 2026 | $572K | 9.3K | — | — |
| Q3 2026 | $3.3M | 36.4K | — | — |
| Q3 2026 | $31.4M | 1.14M | — | — |
| Q2 2026 | $285K | 1.7K | — | — |
| Q2 2026 | $1.4M | 7.5K | — | — |
| Q2 2026 | $494K | 9.3K | — | — |
| Q2 2026 | $218K | 9.3K | — | — |
| Q2 2026 | $3.1M | 35.7K | — | — |
| Q2 2026 | $34.5M | 1.19M | — | — |
| Q1 2026 | $991K | 7.5K | — | — |
| Q1 2026 | $762K | 12.4K | — | — |
| Q1 2026 | $217K | 9.3K | — | — |
| Q1 2026 | $2.5M | 33.0K | — | — |
| Q1 2026 | $32.7M | 1.13M | — | — |
| Q4 2025 | $1.1M | 7.4K | — | — |
| Q4 2025 | $2.3M | 52.1K | — | — |
| Q4 2025 | $220K | 9.3K | — | — |
| Q4 2025 | $2.5M | 30.7K | — | — |
| Q4 2025 | $30.2M | 1.03M | — | — |