Back to STT-PG
WealthPLAN Partners, LLC → STT-PG
WealthPLAN Partners, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
46
Latest value
$384K
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q3 2025 | $454K |
| Q3 2025 | $6.1M |
| Q3 2025 | $3K |
| Q3 2025 | $942K |
| Q3 2025 | $507K |
| Q3 2025 | $493K |
| Q3 2025 | $299K |
| Q3 2025 | $3.7M |
| Q3 2025 | $331K |
| Q3 2025 | $2.1M |
| Q3 2025 | $454K |
| Q3 2025 | $2.2M |
| Q3 2025 | $728K |
| Q4 2025 | $360K |
| Q4 2025 | $382K |
| Q4 2025 | $2K |
| Q4 2025 | $6.1M |
| Q4 2025 | $968K |
| Q4 2025 | $437K |
| Q4 2025 | $415K |
| Q4 2025 | $303K |
| Q4 2025 | $4.1M |
| Q4 2025 | $321K |
| Q4 2025 | $2.4M |
| Q4 2025 | $326K |
| Q4 2025 | $2.3M |
| Q4 2025 | $743K |
| Q1 2026 | $3.8M |
| Q1 2026 | $2K |
| Q1 2026 | $5.1M |
| Q1 2026 | $2.3M |
| Q1 2026 | $220K |
| Q1 2026 | $2M |
| Q1 2026 | $288K |
| Q2 2026 | $3.7M |
| Q2 2026 | $9.4M |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $201K |
| Q2 2026 | $425K |
| Q3 2026 | $3.2M |
| Q3 2026 | $9.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.1M |
| Q3 2026 | $384K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $384K | 2.0K | — | — |
| Q3 2026 | $2.1M | 39.8K | — | — |
| Q3 2026 | $1.3M | 8.0K | — | — |
| Q3 2026 | $9.6M | 106.9K | — | — |
| Q3 2026 | $3.2M | 26.1K | — | — |
| Q2 2026 | $425K | 2.2K | — | — |
| Q2 2026 | $201K | 1.1K | — | — |
| Q2 2026 | $2.2M | 40.9K | — | — |
| Q2 2026 | $2.5M | 15.8K | — | — |
| Q2 2026 | $9.4M | 106.5K | — | — |
| Q2 2026 | $3.7M | 30.8K | — | — |
| Q1 2026 | $288K | 2.2K | — | — |
| Q1 2026 | $2M | 40.6K | — | — |
| Q1 2026 | $220K | 3.6K | — | — |
| Q1 2026 | $2.3M | 15.5K | — | — |
| Q1 2026 | $5.1M | 67.2K | — | — |
| Q1 2026 | $2K | 17 | — | — |
| Q1 2026 | $3.8M | 39.0K | — | — |
| Q4 2025 | $743K | 5.2K | — | — |
| Q4 2025 | $2.3M | 42.2K | — | — |
| Q4 2025 | $326K | 7.3K | — | — |
| Q4 2025 | $2.4M | 15.2K | — | — |
| Q4 2025 | $321K | 3.3K | — | — |
| Q4 2025 | $4.1M | 51.1K | — | — |
| Q4 2025 | $303K | 5.2K | — | — |
| Q4 2025 | $415K | 4.9K | — | — |
| Q4 2025 | $437K | 4.7K | — | — |
| Q4 2025 | $968K | 17.0K | — | — |
| Q4 2025 | $6.1M | 57.1K | — | — |
| Q4 2025 | $2K | 17 | — | — |
| Q4 2025 | $382K | 4.2K | — | — |
| Q4 2025 | $360K | 3.8K | — | — |
| Q3 2025 | $728K | 2.6K | — | — |
| Q3 2025 | $2.2M | 41.7K | — | — |
| Q3 2025 | $454K | 5.1K | — | — |
| Q3 2025 | $2.1M | 15.0K | — | — |
| Q3 2025 | $331K | 3.4K | — | — |
| Q3 2025 | $3.7M | 47.3K | — | — |
| Q3 2025 | $299K | 5.2K | — | — |
| Q3 2025 | $493K | 5.9K | — | — |
| Q3 2025 | $507K | 5.5K | — | — |
| Q3 2025 | $942K | 17.0K | — | — |
| Q3 2025 | $3K | 24 | — | — |
| Q3 2025 | $6.1M | 58.4K | — | — |
| Q3 2025 | $454K | 5.1K | — | — |
| Q3 2025 | $250K | 2.7K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B