Back to STT-PG
Walkner Condon Financial Advisors LLC → STT-PG
Walkner Condon Financial Advisors LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
74
Latest value
$461K
Q3 2026
Peak value
$68.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q4 2025 | $486K |
| Q4 2025 | $2.9M |
| Q4 2025 | $5M |
| Q4 2025 | $49.9M |
| Q4 2025 | $6.4M |
| Q4 2025 | $10.4M |
| Q4 2025 | $1M |
| Q4 2025 | $684K |
| Q4 2025 | $426K |
| Q4 2025 | $234K |
| Q4 2025 | $2.9M |
| Q4 2025 | $40.6M |
| Q4 2025 | $247K |
| Q4 2025 | $4M |
| Q4 2025 | $696K |
| Q4 2025 | $327K |
| Q1 2026 | $2.6M |
| Q1 2026 | $463K |
| Q1 2026 | $2.8M |
| Q1 2026 | $5.1M |
| Q1 2026 | $57.7M |
| Q1 2026 | $6.8M |
| Q1 2026 | $10.7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $680K |
| Q1 2026 | $428K |
| Q1 2026 | $245K |
| Q1 2026 | $3.1M |
| Q1 2026 | $41.2M |
| Q1 2026 | $240K |
| Q1 2026 | $356K |
| Q1 2026 | $3.8M |
| Q1 2026 | $731K |
| Q1 2026 | $348K |
| Q1 2026 | $302K |
| Q2 2026 | $2.4M |
| Q2 2026 | $458K |
| Q2 2026 | $2.7M |
| Q2 2026 | $5.7M |
| Q2 2026 | $68.3M |
| Q2 2026 | $7.3M |
| Q2 2026 | $10.7M |
| Q2 2026 | $1.1M |
| Q2 2026 | $871K |
| Q2 2026 | $423K |
| Q2 2026 | $256K |
| Q2 2026 | $3.7M |
| Q2 2026 | $49.1M |
| Q2 2026 | $224K |
| Q2 2026 | $302K |
| Q2 2026 | $2.6M |
| Q2 2026 | $767K |
| Q2 2026 | $305K |
| Q2 2026 | $448K |
| Q3 2026 | $1.4M |
| Q3 2026 | $270K |
| Q3 2026 | $2.7M |
| Q3 2026 | $5.7M |
| Q3 2026 | $48.3M |
| Q3 2026 | $7.7M |
| Q3 2026 | $10.3M |
| Q3 2026 | $1.1M |
| Q3 2026 | $666K |
| Q3 2026 | $346K |
| Q3 2026 | $246K |
| Q3 2026 | $3.4M |
| Q3 2026 | $55.3M |
| Q3 2026 | $256K |
| Q3 2026 | $351K |
| Q3 2026 | $2M |
| Q3 2026 | $350K |
| Q3 2026 | $728K |
| Q3 2026 | $461K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $461K | 2.4K | — | — |
| Q3 2026 | $728K | 16.0K | — | — |
| Q3 2026 | $350K | 8.2K | — | — |
| Q3 2026 | $2M | 21.8K | — | — |
| Q3 2026 | $351K | 2.0K | — | — |
| Q3 2026 | $256K | 6.5K | — | — |
| Q3 2026 | $55.3M | 615.7K | — | — |
| Q3 2026 | $3.4M | 53.5K | — | — |
| Q3 2026 | $246K | 1.7K | — | — |
| Q3 2026 | $346K | 3.3K | — | — |
| Q3 2026 | $666K | 27.9K | — | — |
| Q3 2026 | $1.1M | 45.5K | — | — |
| Q3 2026 | $10.3M | 487.0K | — | — |
| Q3 2026 | $7.7M | 287.7K | — | — |
| Q3 2026 | $48.3M | 962.7K | — | — |
| Q3 2026 | $5.7M | 140.7K | — | — |
| Q3 2026 | $2.7M | 53.1K | — | — |
| Q3 2026 | $270K | 2.8K | — | — |
| Q3 2026 | $1.4M | 21.3K | — | — |
| Q2 2026 | $448K | 2.4K | — | — |
| Q2 2026 | $305K | 5.7K | — | — |
| Q2 2026 | $767K | 16.1K | — | — |
| Q2 2026 | $2.6M | 28.3K | — | — |
| Q2 2026 | $302K | 2.0K | — | — |
| Q2 2026 | $224K | 6.7K | — | — |
| Q2 2026 | $49.1M | 559.3K | — | — |
| Q2 2026 | $3.7M | 54.8K | — | — |
| Q2 2026 | $256K | 1.7K | — | — |
| Q2 2026 | $423K | 4.0K | — | — |
| Q2 2026 | $871K | 33.2K | — | — |
| Q2 2026 | $1.1M | 44.4K | — | — |
| Q2 2026 | $10.7M | 494.9K | — | — |
| Q2 2026 | $7.3M | 274.3K | — | — |
| Q2 2026 | $68.3M | 1.36M | — | — |
| Q2 2026 | $5.7M | 140.7K | — | — |
| Q2 2026 | $2.7M | 52.8K | — | — |
| Q2 2026 | $458K | 4.8K | — | — |
| Q2 2026 | $2.4M | 35.4K | — | — |
| Q1 2026 | $302K | 2.3K | — | — |
| Q1 2026 | $348K | 5.7K | — | — |
| Q1 2026 | $731K | 16.1K | — | — |
| Q1 2026 | $3.8M | 41.5K | — | — |
| Q1 2026 | $356K | 2.0K | — | — |
| Q1 2026 | $240K | 6.8K | — | — |
| Q1 2026 | $41.2M | 538.2K | — | — |
| Q1 2026 | $3.1M | 52.6K | — | — |
| Q1 2026 | $245K | 1.7K | — | — |
| Q1 2026 | $428K | 4.0K | — | — |
| Q1 2026 | $680K | 25.8K | — | — |
| Q1 2026 | $1.1M | 42.6K | — | — |
| Q1 2026 | $10.7M | 485.8K | — | — |
| Q1 2026 | $6.8M | 252.6K | — | — |
| Q1 2026 | $57.7M | 1.26M | — | — |
| Q1 2026 | $5.1M | 139.0K | — | — |
| Q1 2026 | $2.8M | 58.7K | — | — |
| Q1 2026 | $463K | 5.0K | — | — |
| Q1 2026 | $2.6M | 41.4K | — | — |
| Q4 2025 | $327K | 2.3K | — | — |
| Q4 2025 | $696K | 16.1K | — | — |
| Q4 2025 | $4M | 44.1K | — | — |
| Q4 2025 | $247K | 2.0K | — | — |
| Q4 2025 | $40.6M | 505.8K | — | — |
| Q4 2025 | $2.9M | 50.3K | — | — |
| Q4 2025 | $234K | 1.7K | — | — |
| Q4 2025 | $426K | 4.1K | — | — |
| Q4 2025 | $684K | 25.8K | — | — |
| Q4 2025 | $1M | 40.5K | — | — |
| Q4 2025 | $10.4M | 460.3K | — | — |
| Q4 2025 | $6.4M | 233.2K | — | — |
| Q4 2025 | $49.9M | 1.12M | — | — |
| Q4 2025 | $5M | 139.0K | — | — |
| Q4 2025 | $2.9M | 61.5K | — | — |
| Q4 2025 | $486K | 5.4K | — | — |
| Q4 2025 | $2.7M | 42.0K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B