Back to STT-PG
WealthPoint Financial, LLC → STT-PG
WealthPoint Financial, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
92
Latest value
$1.2M
Q3 2026
Peak value
$13.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $997K |
| Q4 2025 | $291K |
| Q4 2025 | $1.5M |
| Q4 2025 | $259K |
| Q4 2025 | $348K |
| Q4 2025 | $274K |
| Q4 2025 | $856K |
| Q4 2025 | $341K |
| Q4 2025 | $5.5M |
| Q4 2025 | $500K |
| Q4 2025 | $314K |
| Q4 2025 | $645K |
| Q4 2025 | $361K |
| Q4 2025 | $226K |
| Q4 2025 | $1.6M |
| Q4 2025 | $545K |
| Q1 2026 | $997K |
| Q1 2026 | $1.2M |
| Q1 2026 | $291K |
| Q1 2026 | $362K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $259K |
| Q1 2026 | $323K |
| Q1 2026 | $308K |
| Q1 2026 | $348K |
| Q1 2026 | $419K |
| Q1 2026 | $274K |
| Q1 2026 | $342K |
| Q1 2026 | $393K |
| Q1 2026 | $856K |
| Q1 2026 | $969K |
| Q1 2026 | $228K |
| Q1 2026 | $341K |
| Q1 2026 | $410K |
| Q1 2026 | $5.5M |
| Q1 2026 | $6.8M |
| Q1 2026 | $500K |
| Q1 2026 | $616K |
| Q1 2026 | $314K |
| Q1 2026 | $640K |
| Q1 2026 | $645K |
| Q1 2026 | $802K |
| Q1 2026 | $361K |
| Q1 2026 | $451K |
| Q1 2026 | $260K |
| Q1 2026 | $226K |
| Q1 2026 | $288K |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.7M |
| Q1 2026 | $545K |
| Q1 2026 | $936K |
| Q2 2026 | $1.5M |
| Q2 2026 | $411K |
| Q2 2026 | $1.8M |
| Q2 2026 | $382K |
| Q2 2026 | $290K |
| Q2 2026 | $491K |
| Q2 2026 | $439K |
| Q2 2026 | $319K |
| Q2 2026 | $1.2M |
| Q2 2026 | $258K |
| Q2 2026 | $518K |
| Q2 2026 | $13.2M |
| Q2 2026 | $707K |
| Q2 2026 | $663K |
| Q2 2026 | $922K |
| Q2 2026 | $537K |
| Q2 2026 | $753K |
| Q2 2026 | $340K |
| Q2 2026 | $2.1M |
| Q2 2026 | $597K |
| Q3 2026 | $1.4M |
| Q3 2026 | $440K |
| Q3 2026 | $2.1M |
| Q3 2026 | $204K |
| Q3 2026 | $394K |
| Q3 2026 | $357K |
| Q3 2026 | $517K |
| Q3 2026 | $413K |
| Q3 2026 | $591K |
| Q3 2026 | $1.4M |
| Q3 2026 | $276K |
| Q3 2026 | $478K |
| Q3 2026 | $13.7M |
| Q3 2026 | $746K |
| Q3 2026 | $564K |
| Q3 2026 | $935K |
| Q3 2026 | $568K |
| Q3 2026 | $350K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 49.0K | — | — |
| Q3 2026 | $1.9M | 28.0K | — | — |
| Q3 2026 | $350K | 7.7K | — | — |
| Q3 2026 | $568K | 25.1K | — | — |
| Q3 2026 | $935K | 39.2K | — | — |
| Q3 2026 | $564K | 14.4K | — | — |
| Q3 2026 | $746K | 18.5K | — | — |
| Q3 2026 | $13.7M | 153.0K | — | — |
| Q3 2026 | $478K | 7.6K | — | — |
| Q3 2026 | $276K | 10.1K | — | — |
| Q3 2026 | $1.4M | 56.9K | — | — |
| Q3 2026 | $591K | 24.3K | — | — |
| Q3 2026 | $413K | 3.9K | — | — |
| Q3 2026 | $517K | 25.1K | — | — |
| Q3 2026 | $357K | 17.5K | — | — |
| Q3 2026 | $394K | 13.9K | — | — |
| Q3 2026 | $204K | 6.8K | — | — |
| Q3 2026 | $2.1M | 41.7K | — | — |
| Q3 2026 | $440K | 9.6K | — | — |
| Q3 2026 | $1.4M | 26.1K | — | — |
| Q2 2026 | $597K | 23.3K | — | — |
| Q2 2026 | $2.1M | 32.9K | — | — |
| Q2 2026 | $340K | 7.1K | — | — |
| Q2 2026 | $753K | 7.8K | — | — |
| Q2 2026 | $537K | 22.9K | — | — |
| Q2 2026 | $922K | 36.3K | — | — |
| Q2 2026 | $663K | 19.8K | — | — |
| Q2 2026 | $707K | 17.5K | — | — |
| Q2 2026 | $13.2M | 150.4K | — | — |
| Q2 2026 | $518K | 7.7K | — | — |
| Q2 2026 | $258K | 9.1K | — | — |
| Q2 2026 | $1.2M | 44.7K | — | — |
| Q2 2026 | $319K | 12.5K | — | — |
| Q2 2026 | $439K | 3.9K | — | — |
| Q2 2026 | $491K | 23.5K | — | — |
| Q2 2026 | $290K | 12.9K | — | — |
| Q2 2026 | $382K | 12.5K | — | — |
| Q2 2026 | $1.8M | 35.9K | — | — |
| Q2 2026 | $411K | 8.9K | — | — |
| Q2 2026 | $1.5M | 29.6K | — | — |
| Q1 2026 | $936K | 36.4K | — | — |
| Q1 2026 | $545K | 21.0K | — | — |
| Q1 2026 | $1.7M | 29.4K | — | — |
| Q1 2026 | $1.6M | 25.1K | — | — |
| Q1 2026 | $288K | 6.3K | — | — |
| Q1 2026 | $226K | 5.2K | — | — |
| Q1 2026 | $260K | 2.7K | — | — |
| Q1 2026 | $451K | 19.3K | — | — |
| Q1 2026 | $361K | 15.2K | — | — |
| Q1 2026 | $802K | 32.3K | — | — |
| Q1 2026 | $645K | 25.4K | — | — |
| Q1 2026 | $640K | 18.2K | — | — |
| Q1 2026 | $314K | 11.0K | — | — |
| Q1 2026 | $616K | 15.4K | — | — |
| Q1 2026 | $500K | 12.1K | — | — |
| Q1 2026 | $6.8M | 89.0K | — | — |
| Q1 2026 | $5.5M | 68.0K | — | — |
| Q1 2026 | $410K | 6.9K | — | — |
| Q1 2026 | $341K | 5.9K | — | — |
| Q1 2026 | $228K | 8.0K | — | — |
| Q1 2026 | $969K | 36.8K | — | — |
| Q1 2026 | $856K | 32.3K | — | — |
| Q1 2026 | $393K | 15.4K | — | — |
| Q1 2026 | $342K | 3.4K | — | — |
| Q1 2026 | $274K | 2.8K | — | — |
| Q1 2026 | $419K | 20.3K | — | — |
| Q1 2026 | $348K | 16.3K | — | — |
| Q1 2026 | $308K | 13.9K | — | — |
| Q1 2026 | $323K | 10.5K | — | — |
| Q1 2026 | $259K | 8.2K | — | — |
| Q1 2026 | $1.8M | 40.2K | — | — |
| Q1 2026 | $1.5M | 34.5K | — | — |
| Q1 2026 | $362K | 7.9K | — | — |
| Q1 2026 | $291K | 6.6K | — | — |
| Q1 2026 | $1.2M | 25.7K | — | — |
| Q1 2026 | $997K | 21.3K | — | — |
| Q4 2025 | $545K | 21.0K | — | — |
| Q4 2025 | $1.6M | 25.1K | — | — |
| Q4 2025 | $226K | 5.2K | — | — |
| Q4 2025 | $361K | 15.2K | — | — |
| Q4 2025 | $645K | 25.4K | — | — |
| Q4 2025 | $314K | 11.0K | — | — |
| Q4 2025 | $500K | 12.1K | — | — |
| Q4 2025 | $5.5M | 68.0K | — | — |
| Q4 2025 | $341K | 5.9K | — | — |
| Q4 2025 | $856K | 32.3K | — | — |
| Q4 2025 | $274K | 2.8K | — | — |
| Q4 2025 | $348K | 16.3K | — | — |
| Q4 2025 | $259K | 8.2K | — | — |
| Q4 2025 | $1.5M | 34.5K | — | — |
| Q4 2025 | $291K | 6.6K | — | — |
| Q4 2025 | $997K | 21.3K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B