Back to STT-PG
Triad Wealth Partners, LLC → STT-PG
Triad Wealth Partners, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
74
Latest value
$202K
Q3 2026
Peak value
$30.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $295K |
| Q3 2025 | $1.5M |
| Q3 2025 | $656K |
| Q3 2025 | $781K |
| Q3 2025 | $576K |
| Q3 2025 | $8.6M |
| Q3 2025 | $231K |
| Q3 2025 | $646K |
| Q3 2025 | $515K |
| Q3 2025 | $851K |
| Q3 2025 | $374K |
| Q3 2025 | $339K |
| Q4 2025 | $292K |
| Q4 2025 | $1.4M |
| Q4 2025 | $820K |
| Q4 2025 | $864K |
| Q4 2025 | $526K |
| Q4 2025 | $8.9M |
| Q4 2025 | $238K |
| Q4 2025 | $1.5M |
| Q4 2025 | $745K |
| Q4 2025 | $654K |
| Q4 2025 | $430K |
| Q4 2025 | $320K |
| Q4 2025 | $410K |
| Q4 2025 | $577K |
| Q4 2025 | $321K |
| Q1 2026 | $262K |
| Q1 2026 | $2.1M |
| Q1 2026 | $361K |
| Q1 2026 | $729K |
| Q1 2026 | $661K |
| Q1 2026 | $523K |
| Q1 2026 | $15.2M |
| Q1 2026 | $866K |
| Q1 2026 | $444K |
| Q1 2026 | $265K |
| Q1 2026 | $373K |
| Q1 2026 | $555K |
| Q1 2026 | $385K |
| Q1 2026 | $338K |
| Q1 2026 | $436K |
| Q2 2026 | $324K |
| Q2 2026 | $2.1M |
| Q2 2026 | $244K |
| Q2 2026 | $203K |
| Q2 2026 | $2.2M |
| Q2 2026 | $746K |
| Q2 2026 | $507K |
| Q2 2026 | $5.7M |
| Q2 2026 | $29.3M |
| Q2 2026 | $348K |
| Q2 2026 | $540K |
| Q2 2026 | $650K |
| Q2 2026 | $220K |
| Q2 2026 | $394K |
| Q3 2026 | $307K |
| Q3 2026 | $2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $675K |
| Q3 2026 | $824K |
| Q3 2026 | $205K |
| Q3 2026 | $4.9M |
| Q3 2026 | $30.5M |
| Q3 2026 | $212K |
| Q3 2026 | $733K |
| Q3 2026 | $534K |
| Q3 2026 | $311K |
| Q3 2026 | $243K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1M |
| Q3 2026 | $229K |
| Q3 2026 | $309K |
| Q3 2026 | $202K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $202K | 1.2K | — | — |
| Q3 2026 | $309K | 7.8K | — | — |
| Q3 2026 | $229K | 2.1K | — | — |
| Q3 2026 | $1M | 5.2K | — | — |
| Q3 2026 | $1.9M | 30.7K | — | — |
| Q3 2026 | $243K | 2.2K | — | — |
| Q3 2026 | $311K | 1.8K | — | — |
| Q3 2026 | $534K | 19.4K | — | — |
| Q3 2026 | $733K | 8.0K | — | — |
| Q3 2026 | $212K | 9.4K | — | — |
| Q3 2026 | $30.5M | 1.06M | — | — |
| Q3 2026 | $4.9M | 54.8K | — | — |
| Q3 2026 | $205K | 3.3K | — | — |
| Q3 2026 | $824K | 33.8K | — | — |
| Q3 2026 | $675K | 11.1K | — | — |
| Q3 2026 | $2.6M | 21.2K | — | — |
| Q3 2026 | $2M | 40.1K | — | — |
| Q3 2026 | $307K | 5.9K | — | — |
| Q2 2026 | $394K | 8.9K | — | — |
| Q2 2026 | $220K | 2.0K | — | — |
| Q2 2026 | $650K | 3.6K | — | — |
| Q2 2026 | $540K | 19.4K | — | — |
| Q2 2026 | $348K | 15.0K | — | — |
| Q2 2026 | $29.3M | 1.02M | — | — |
| Q2 2026 | $5.7M | 63.5K | — | — |
| Q2 2026 | $507K | 20.2K | — | — |
| Q2 2026 | $746K | 12.0K | — | — |
| Q2 2026 | $2.2M | 18.5K | — | — |
| Q2 2026 | $203K | 6.1K | — | — |
| Q2 2026 | $244K | 9.9K | — | — |
| Q2 2026 | $2.1M | 41.8K | — | — |
| Q2 2026 | $324K | 6.3K | — | — |
| Q1 2026 | $436K | 9.5K | — | — |
| Q1 2026 | $338K | 2.5K | — | — |
| Q1 2026 | $385K | 7.8K | — | — |
| Q1 2026 | $555K | 19.9K | — | — |
| Q1 2026 | $373K | 4.1K | — | — |
| Q1 2026 | $265K | 11.4K | — | — |
| Q1 2026 | $444K | 14.4K | — | — |
| Q1 2026 | $866K | 21.6K | — | — |
| Q1 2026 | $15.2M | 199.2K | — | — |
| Q1 2026 | $523K | 20.4K | — | — |
| Q1 2026 | $661K | 11.7K | — | — |
| Q1 2026 | $729K | 7.4K | — | — |
| Q1 2026 | $361K | 12.5K | — | — |
| Q1 2026 | $2.1M | 45.9K | — | — |
| Q1 2026 | $262K | 5.6K | — | — |
| Q4 2025 | $321K | 7.5K | — | — |
| Q4 2025 | $577K | 14.3K | — | — |
| Q4 2025 | $410K | 2.8K | — | — |
| Q4 2025 | $320K | 5.8K | — | — |
| Q4 2025 | $430K | 9.6K | — | — |
| Q4 2025 | $654K | 7.2K | — | — |
| Q4 2025 | $745K | 24.2K | — | — |
| Q4 2025 | $1.5M | 35.7K | — | — |
| Q4 2025 | $238K | 741 | — | — |
| Q4 2025 | $8.9M | 111.1K | — | — |
| Q4 2025 | $526K | 20.4K | — | — |
| Q4 2025 | $864K | 15.2K | — | — |
| Q4 2025 | $820K | 7.7K | — | — |
| Q4 2025 | $1.4M | 32.1K | — | — |
| Q4 2025 | $292K | 6.2K | — | — |
| Q3 2025 | $339K | 3.9K | — | — |
| Q3 2025 | $374K | 3.2K | — | — |
| Q3 2025 | $851K | 3.0K | — | — |
| Q3 2025 | $515K | 9.6K | — | — |
| Q3 2025 | $646K | 7.0K | — | — |
| Q3 2025 | $231K | 9.6K | — | — |
| Q3 2025 | $8.6M | 109.7K | — | — |
| Q3 2025 | $576K | 22.3K | — | — |
| Q3 2025 | $781K | 14.1K | — | — |
| Q3 2025 | $656K | 6.3K | — | — |
| Q3 2025 | $1.5M | 34.3K | — | — |
| Q3 2025 | $295K | 6.3K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B