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Valtinson Bruner Financial Planning LLC → STT-PG
Valtinson Bruner Financial Planning LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
101
Latest value
$307K
Q3 2026
Peak value
$22.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.9M |
| Q3 2025 | $8.4M |
| Q3 2025 | $269K |
| Q3 2025 | $1.4M |
| Q3 2025 | $607K |
| Q3 2025 | $13.8M |
| Q3 2025 | $360K |
| Q3 2025 | $418K |
| Q3 2025 | $17M |
| Q3 2025 | $208K |
| Q3 2025 | $3.1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.5M |
| Q3 2025 | $327K |
| Q3 2025 | $324K |
| Q3 2025 | $588K |
| Q3 2025 | $499K |
| Q3 2025 | $217K |
| Q4 2025 | $9.1M |
| Q4 2025 | $9.2M |
| Q4 2025 | $327K |
| Q4 2025 | $1.7M |
| Q4 2025 | $501K |
| Q4 2025 | $14.1M |
| Q4 2025 | $303K |
| Q4 2025 | $350K |
| Q4 2025 | $212K |
| Q4 2025 | $404K |
| Q4 2025 | $17.5M |
| Q4 2025 | $209K |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $352K |
| Q4 2025 | $601K |
| Q4 2025 | $301K |
| Q4 2025 | $1.3M |
| Q4 2025 | $219K |
| Q1 2026 | $9M |
| Q1 2026 | $10.4M |
| Q1 2026 | $376K |
| Q1 2026 | $1.8M |
| Q1 2026 | $514K |
| Q1 2026 | $14.2M |
| Q1 2026 | $326K |
| Q1 2026 | $334K |
| Q1 2026 | $310K |
| Q1 2026 | $431K |
| Q1 2026 | $16.8M |
| Q1 2026 | $209K |
| Q1 2026 | $4.8M |
| Q1 2026 | $2.1M |
| Q1 2026 | $2M |
| Q1 2026 | $227K |
| Q1 2026 | $592K |
| Q1 2026 | $319K |
| Q1 2026 | $1.5M |
| Q1 2026 | $302K |
| Q2 2026 | $10.5M |
| Q2 2026 | $11.9M |
| Q2 2026 | $349K |
| Q2 2026 | $2.1M |
| Q2 2026 | $654K |
| Q2 2026 | $16.2M |
| Q2 2026 | $521K |
| Q2 2026 | $330K |
| Q2 2026 | $330K |
| Q2 2026 | $475K |
| Q2 2026 | $20.3M |
| Q2 2026 | $223K |
| Q2 2026 | $5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $305K |
| Q2 2026 | $333K |
| Q2 2026 | $647K |
| Q2 2026 | $326K |
| Q2 2026 | $1.7M |
| Q2 2026 | $264K |
| Q3 2026 | $11.3M |
| Q3 2026 | $13.1M |
| Q3 2026 | $309K |
| Q3 2026 | $337K |
| Q3 2026 | $4.1M |
| Q3 2026 | $773K |
| Q3 2026 | $17.1M |
| Q3 2026 | $6.2M |
| Q3 2026 | $313K |
| Q3 2026 | $536K |
| Q3 2026 | $440K |
| Q3 2026 | $22.1M |
| Q3 2026 | $221K |
| Q3 2026 | $9.1M |
| Q3 2026 | $2.7M |
| Q3 2026 | $4.2M |
| Q3 2026 | $216K |
| Q3 2026 | $252K |
| Q3 2026 | $658K |
| Q3 2026 | $398K |
| Q3 2026 | $2.1M |
| Q3 2026 | $307K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $307K | 5.0K | — | — |
| Q3 2026 | $2.1M | 86.3K | — | — |
| Q3 2026 | $398K | 21.9K | — | — |
| Q3 2026 | $658K | 3.5K | — | — |
| Q3 2026 | $252K | 2.7K | — | — |
| Q3 2026 | $216K | 2.3K | — | — |
| Q3 2026 | $4.2M | 175.3K | — | — |
| Q3 2026 | $2.7M | 68.7K | — | — |
| Q3 2026 | $9.1M | 226.0K | — | — |
| Q3 2026 | $221K | 4.2K | — | — |
| Q3 2026 | $22.1M | 246.2K | — | — |
| Q3 2026 | $440K | 7.0K | — | — |
| Q3 2026 | $536K | 22.5K | — | — |
| Q3 2026 | $313K | 12.8K | — | — |
| Q3 2026 | $6.2M | 255.2K | — | — |
| Q3 2026 | $17.1M | 278.9K | — | — |
| Q3 2026 | $773K | 6.3K | — | — |
| Q3 2026 | $4.1M | 200.6K | — | — |
| Q3 2026 | $337K | 10.4K | — | — |
| Q3 2026 | $309K | 15.2K | — | — |
| Q3 2026 | $13.1M | 260.5K | — | — |
| Q3 2026 | $11.3M | 217.5K | — | — |
| Q2 2026 | $264K | 5.0K | — | — |
| Q2 2026 | $1.7M | 66.2K | — | — |
| Q2 2026 | $326K | 17.2K | — | — |
| Q2 2026 | $647K | 3.5K | — | — |
| Q2 2026 | $333K | 3.6K | — | — |
| Q2 2026 | $305K | 3.2K | — | — |
| Q2 2026 | $2.3M | 91.7K | — | — |
| Q2 2026 | $2.2M | 65.5K | — | — |
| Q2 2026 | $5M | 124.4K | — | — |
| Q2 2026 | $223K | 4.2K | — | — |
| Q2 2026 | $20.3M | 231.4K | — | — |
| Q2 2026 | $475K | 7.0K | — | — |
| Q2 2026 | $330K | 12.6K | — | — |
| Q2 2026 | $330K | 12.8K | — | — |
| Q2 2026 | $521K | 20.4K | — | — |
| Q2 2026 | $16.2M | 265.9K | — | — |
| Q2 2026 | $654K | 5.5K | — | — |
| Q2 2026 | $2.1M | 102.1K | — | — |
| Q2 2026 | $349K | 10.4K | — | — |
| Q2 2026 | $11.9M | 236.5K | — | — |
| Q2 2026 | $10.5M | 202.1K | — | — |
| Q1 2026 | $302K | 4.9K | — | — |
| Q1 2026 | $1.5M | 58.4K | — | — |
| Q1 2026 | $319K | 16.6K | — | — |
| Q1 2026 | $592K | 3.5K | — | — |
| Q1 2026 | $227K | 2.4K | — | — |
| Q1 2026 | $2M | 79.0K | — | — |
| Q1 2026 | $2.1M | 60.7K | — | — |
| Q1 2026 | $4.8M | 119.2K | — | — |
| Q1 2026 | $209K | 4.2K | — | — |
| Q1 2026 | $16.8M | 218.9K | — | — |
| Q1 2026 | $431K | 7.3K | — | — |
| Q1 2026 | $310K | 11.8K | — | — |
| Q1 2026 | $334K | 12.8K | — | — |
| Q1 2026 | $326K | 12.7K | — | — |
| Q1 2026 | $14.2M | 251.4K | — | — |
| Q1 2026 | $514K | 5.2K | — | — |
| Q1 2026 | $1.8M | 87.5K | — | — |
| Q1 2026 | $376K | 11.2K | — | — |
| Q1 2026 | $10.4M | 228.0K | — | — |
| Q1 2026 | $9M | 191.3K | — | — |
| Q4 2025 | $219K | 4.9K | — | — |
| Q4 2025 | $1.3M | 50.8K | — | — |
| Q4 2025 | $301K | 15.8K | — | — |
| Q4 2025 | $601K | 3.5K | — | — |
| Q4 2025 | $352K | 3.6K | — | — |
| Q4 2025 | $1.8M | 72.5K | — | — |
| Q4 2025 | $1.5M | 52.5K | — | — |
| Q4 2025 | $4.5M | 108.4K | — | — |
| Q4 2025 | $209K | 4.2K | — | — |
| Q4 2025 | $17.5M | 217.8K | — | — |
| Q4 2025 | $404K | 7.0K | — | — |
| Q4 2025 | $212K | 8.0K | — | — |
| Q4 2025 | $350K | 13.5K | — | — |
| Q4 2025 | $303K | 11.8K | — | — |
| Q4 2025 | $14.1M | 248.5K | — | — |
| Q4 2025 | $501K | 4.7K | — | — |
| Q4 2025 | $1.7M | 79.1K | — | — |
| Q4 2025 | $327K | 9.7K | — | — |
| Q4 2025 | $9.2M | 207.7K | — | — |
| Q4 2025 | $9.1M | 194.8K | — | — |
| Q3 2025 | $217K | 2.4K | — | — |
| Q3 2025 | $499K | 19.1K | — | — |
| Q3 2025 | $588K | 3.4K | — | — |
| Q3 2025 | $324K | 3.5K | — | — |
| Q3 2025 | $327K | 3.3K | — | — |
| Q3 2025 | $1.5M | 60.0K | — | — |
| Q3 2025 | $1.4M | 48.9K | — | — |
| Q3 2025 | $3.1M | 74.2K | — | — |
| Q3 2025 | $208K | 4.2K | — | — |
| Q3 2025 | $17M | 217.1K | — | — |
| Q3 2025 | $418K | 7.3K | — | — |
| Q3 2025 | $360K | 13.7K | — | — |
| Q3 2025 | $13.8M | 248.8K | — | — |
| Q3 2025 | $607K | 5.8K | — | — |
| Q3 2025 | $1.4M | 65.9K | — | — |
| Q3 2025 | $269K | 7.9K | — | — |
| Q3 2025 | $8.4M | 197.1K | — | — |
| Q3 2025 | $8.9M | 191.2K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B