Back to STT-PG
Towerpoint Wealth, LLC → STT-PG
Towerpoint Wealth, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
28
Latest value
$492K
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $993K |
| Q4 2025 | $4.1M |
| Q4 2025 | $514K |
| Q4 2025 | $3.8M |
| Q4 2025 | $1.2M |
| Q4 2025 | $5.9M |
| Q4 2025 | $458K |
| Q1 2026 | $970K |
| Q1 2026 | $4.1M |
| Q1 2026 | $529K |
| Q1 2026 | $3.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $4.8M |
| Q1 2026 | $641K |
| Q2 2026 | $1.1M |
| Q2 2026 | $4.4M |
| Q2 2026 | $653K |
| Q2 2026 | $4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.7M |
| Q2 2026 | $579K |
| Q3 2026 | $1.1M |
| Q3 2026 | $4.4M |
| Q3 2026 | $587K |
| Q3 2026 | $3.9M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.7M |
| Q3 2026 | $492K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $492K | 8.0K | — | — |
| Q3 2026 | $1.7M | 25.7K | — | — |
| Q3 2026 | $1.3M | 21.4K | — | — |
| Q3 2026 | $3.9M | 31.9K | — | — |
| Q3 2026 | $587K | 5.5K | — | — |
| Q3 2026 | $4.4M | 87.1K | — | — |
| Q3 2026 | $1.1M | 20.5K | — | — |
| Q2 2026 | $579K | 10.9K | — | — |
| Q2 2026 | $3.7M | 52.2K | — | — |
| Q2 2026 | $1.3M | 21.4K | — | — |
| Q2 2026 | $4M | 33.2K | — | — |
| Q2 2026 | $653K | 5.5K | — | — |
| Q2 2026 | $4.4M | 88.1K | — | — |
| Q2 2026 | $1.1M | 20.5K | — | — |
| Q1 2026 | $641K | 10.5K | — | — |
| Q1 2026 | $4.8M | 81.4K | — | — |
| Q1 2026 | $1.2M | 21.3K | — | — |
| Q1 2026 | $3.3M | 33.5K | — | — |
| Q1 2026 | $529K | 5.5K | — | — |
| Q1 2026 | $4.1M | 89.9K | — | — |
| Q1 2026 | $970K | 20.7K | — | — |
| Q4 2025 | $458K | 10.2K | — | — |
| Q4 2025 | $5.9M | 99.0K | — | — |
| Q4 2025 | $1.2M | 21.4K | — | — |
| Q4 2025 | $3.8M | 35.3K | — | — |
| Q4 2025 | $514K | 5.5K | — | — |
| Q4 2025 | $4.1M | 91.9K | — | — |
| Q4 2025 | $993K | 21.2K | — | — |