Back to STT-PG
Wealth Forward, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
6
Latest value
$1.3M
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q4 2025 | $5.5M |
| Q1 2026 | $5.4M |
| Q2 2026 | $5.5M |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 27.8K | — | — |
| Q3 2026 | $2.4M | 106.9K | — | — |
| Q2 2026 | $5.5M | 234.3K | — | — |
| Q1 2026 | $5.4M | 233.5K | — | — |
| Q4 2025 | $5.5M | 231.3K | — | — |
| Q3 2025 | $5.4M | 227.5K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B