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SURIENCE PRIVATE WEALTH LLC → STT-PG
SURIENCE PRIVATE WEALTH LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
20
Latest value
$4.2M
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q4 2025 | $7M |
| Q4 2025 | $6.9M |
| Q1 2026 | $369K |
| Q1 2026 | $4.2M |
| Q1 2026 | $4.5M |
| Q1 2026 | $506K |
| Q2 2026 | $395K |
| Q2 2026 | $3.2M |
| Q2 2026 | $5.3M |
| Q2 2026 | $5.3M |
| Q2 2026 | $4M |
| Q2 2026 | $4.5M |
| Q2 2026 | $829K |
| Q3 2026 | $453K |
| Q3 2026 | $3M |
| Q3 2026 | $420K |
| Q3 2026 | $916K |
| Q3 2026 | $5.7M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 106.5K | — | — |
| Q3 2026 | $5.7M | 29.2K | — | — |
| Q3 2026 | $916K | 17.1K | — | — |
| Q3 2026 | $420K | 6.8K | — | — |
| Q3 2026 | $3M | 17.6K | — | — |
| Q3 2026 | $453K | 18.7K | — | — |
| Q2 2026 | $829K | 18.3K | — | — |
| Q2 2026 | $4.5M | 102.3K | — | — |
| Q2 2026 | $4M | 20.9K | — | — |
| Q2 2026 | $5.3M | 97.9K | — | — |
| Q2 2026 | $5.3M | 33.5K | — | — |
| Q2 2026 | $3.2M | 62.0K | — | — |
| Q2 2026 | $395K | 4.1K | — | — |
| Q1 2026 | $506K | 11.0K | — | — |
| Q1 2026 | $4.5M | 109.8K | — | — |
| Q1 2026 | $4.2M | 68.5K | — | — |
| Q1 2026 | $369K | 3.9K | — | — |
| Q4 2025 | $6.9M | 47.8K | — | — |
| Q4 2025 | $7M | 127.6K | — | — |
| Q4 2025 | $2.2M | 22.5K | — | — |