Back to STT-PG

Triangle Securities Wealth Management → STT-PG

Triangle Securities Wealth Management STT-PG Position History

State Street Corporation • Banking

Quarters held
27
Latest value
$920K
Q3 2026
Peak value
$13.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$334K
Q3 2025$10.9M
Q3 2025$689K
Q3 2025$1.4M
Q3 2025$2.3M
Q3 2025$1M
Q4 2025$1.7M
Q4 2025$11.4M
Q4 2025$675K
Q4 2025$1.4M
Q4 2025$2.1M
Q4 2025$1M
Q1 2026$11.8M
Q1 2026$684K
Q1 2026$1.3M
Q1 2026$2.2M
Q1 2026$1.1M
Q2 2026$2.1M
Q2 2026$13.6M
Q2 2026$714K
Q2 2026$1.8M
Q2 2026$1.1M
Q3 2026$1.9M
Q3 2026$12.3M
Q3 2026$683K
Q3 2026$1.8M
Q3 2026$920K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$920K23.3K——
Q3 2026$1.8M9.4K——
Q3 2026$683K4.7K——
Q3 2026$12.3M120.8K——
Q3 2026$1.9M17.8K——
Q2 2026$1.1M23.8K——
Q2 2026$1.8M9.5K——
Q2 2026$714K4.7K——
Q2 2026$13.6M124.3K——
Q2 2026$2.1M18.0K——
Q1 2026$1.1M23.8K——
Q1 2026$2.2M53.9K——
Q1 2026$1.3M9.5K——
Q1 2026$684K4.7K——
Q1 2026$11.8M124.3K——
Q4 2025$1M23.8K——
Q4 2025$2.1M51.6K——
Q4 2025$1.4M9.6K——
Q4 2025$675K4.9K——
Q4 2025$11.4M124.8K——
Q4 2025$1.7M17.7K——
Q3 2025$1M11.9K——
Q3 2025$2.3M54.0K——
Q3 2025$1.4M5.0K——
Q3 2025$689K4.9K——
Q3 2025$10.9M123.4K——
Q3 2025$334K3.5K——

Other funds holding STT-PG

Other Triangle Securities Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
VGES

VANGUARD WORLD FD

$19.1M
VGES

VANGUARD WORLD FD

$18.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.3M
VGES

VANGUARD WORLD FD

$15.3M