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Uptown Financial Advisors LLC → STT-PG
Uptown Financial Advisors LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
39
Latest value
$1.7M
Q3 2026
Peak value
$10.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.7M |
| Q4 2025 | $894K |
| Q4 2025 | $5.2M |
| Q4 2025 | $215K |
| Q4 2025 | $8.3M |
| Q4 2025 | $695K |
| Q4 2025 | $248K |
| Q4 2025 | $1.8M |
| Q1 2026 | $7.3M |
| Q1 2026 | $919K |
| Q1 2026 | $4.7M |
| Q1 2026 | $214K |
| Q1 2026 | $9.2M |
| Q1 2026 | $208K |
| Q1 2026 | $734K |
| Q1 2026 | $343K |
| Q1 2026 | $2.1M |
| Q2 2026 | $8.1M |
| Q2 2026 | $1M |
| Q2 2026 | $5.7M |
| Q2 2026 | $214K |
| Q2 2026 | $10M |
| Q2 2026 | $237K |
| Q2 2026 | $754K |
| Q2 2026 | $298K |
| Q2 2026 | $159K |
| Q2 2026 | $2.4M |
| Q2 2026 | $390K |
| Q2 2026 | $358K |
| Q3 2026 | $8.2M |
| Q3 2026 | $995K |
| Q3 2026 | $5.9M |
| Q3 2026 | $211K |
| Q3 2026 | $10.1M |
| Q3 2026 | $221K |
| Q3 2026 | $701K |
| Q3 2026 | $343K |
| Q3 2026 | $277K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 42.0K | — | — |
| Q3 2026 | $277K | 1.4K | — | — |
| Q3 2026 | $343K | 5.6K | — | — |
| Q3 2026 | $701K | 7.6K | — | — |
| Q3 2026 | $221K | 3.5K | — | — |
| Q3 2026 | $10.1M | 165.9K | — | — |
| Q3 2026 | $211K | 7.1K | — | — |
| Q3 2026 | $5.9M | 47.6K | — | — |
| Q3 2026 | $995K | 19.8K | — | — |
| Q3 2026 | $8.2M | 158.1K | — | — |
| Q2 2026 | $358K | 7.9K | — | — |
| Q2 2026 | $390K | 8.6K | — | — |
| Q2 2026 | $2.4M | 54.0K | — | — |
| Q2 2026 | $159K | 3.0K | — | — |
| Q2 2026 | $298K | 5.6K | — | — |
| Q2 2026 | $754K | 7.8K | — | — |
| Q2 2026 | $237K | 3.5K | — | — |
| Q2 2026 | $10M | 164.3K | — | — |
| Q2 2026 | $214K | 7.1K | — | — |
| Q2 2026 | $5.7M | 47.8K | — | — |
| Q2 2026 | $1M | 20.1K | — | — |
| Q2 2026 | $8.1M | 156.0K | — | — |
| Q1 2026 | $2.1M | 45.2K | — | — |
| Q1 2026 | $343K | 5.6K | — | — |
| Q1 2026 | $734K | 7.7K | — | — |
| Q1 2026 | $208K | 3.5K | — | — |
| Q1 2026 | $9.2M | 161.9K | — | — |
| Q1 2026 | $214K | 7.1K | — | — |
| Q1 2026 | $4.7M | 47.9K | — | — |
| Q1 2026 | $919K | 20.1K | — | — |
| Q1 2026 | $7.3M | 156.1K | — | — |
| Q4 2025 | $1.8M | 41.3K | — | — |
| Q4 2025 | $248K | 5.6K | — | — |
| Q4 2025 | $695K | 7.1K | — | — |
| Q4 2025 | $8.3M | 145.4K | — | — |
| Q4 2025 | $215K | 7.1K | — | — |
| Q4 2025 | $5.2M | 48.3K | — | — |
| Q4 2025 | $894K | 20.1K | — | — |
| Q4 2025 | $6.7M | 143.2K | — | — |