Back to STT-PG
WESPAC Advisors SoCal, LLC → STT-PG
WESPAC Advisors SoCal, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
42
Latest value
$3.2M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $3.3M |
| Q3 2025 | $8.3M |
| Q3 2025 | $6.8M |
| Q3 2025 | $385K |
| Q3 2025 | $8.9M |
| Q3 2025 | $3M |
| Q3 2025 | $905K |
| Q3 2025 | $2.7M |
| Q4 2025 | $3M |
| Q4 2025 | $615K |
| Q4 2025 | $3.3M |
| Q4 2025 | $9.5M |
| Q4 2025 | $6.7M |
| Q4 2025 | $256K |
| Q4 2025 | $9M |
| Q4 2025 | $2.8M |
| Q4 2025 | $879K |
| Q4 2025 | $3.4M |
| Q1 2026 | $1.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $9.7M |
| Q1 2026 | $13.2M |
| Q1 2026 | $232K |
| Q1 2026 | $7.7M |
| Q1 2026 | $2.5M |
| Q1 2026 | $3.7M |
| Q2 2026 | $1.9M |
| Q2 2026 | $2.3M |
| Q2 2026 | $11M |
| Q2 2026 | $11.4M |
| Q2 2026 | $229K |
| Q2 2026 | $10.7M |
| Q2 2026 | $2.4M |
| Q2 2026 | $3.6M |
| Q3 2026 | $2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $13.2M |
| Q3 2026 | $13.6M |
| Q3 2026 | $11M |
| Q3 2026 | $2.5M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 80.0K | — | — |
| Q3 2026 | $2.5M | 22.9K | — | — |
| Q3 2026 | $11M | 56.1K | — | — |
| Q3 2026 | $13.6M | 221.8K | — | — |
| Q3 2026 | $13.2M | 78.2K | — | — |
| Q3 2026 | $2.6M | 16.3K | — | — |
| Q3 2026 | $2M | 13.1K | — | — |
| Q2 2026 | $3.6M | 79.4K | — | — |
| Q2 2026 | $2.4M | 22.6K | — | — |
| Q2 2026 | $10.7M | 56.1K | — | — |
| Q2 2026 | $229K | 1.2K | — | — |
| Q2 2026 | $11.4M | 215.0K | — | — |
| Q2 2026 | $11M | 69.4K | — | — |
| Q2 2026 | $2.3M | 14.6K | — | — |
| Q2 2026 | $1.9M | 12.9K | — | — |
| Q1 2026 | $3.7M | 79.7K | — | — |
| Q1 2026 | $2.5M | 22.9K | — | — |
| Q1 2026 | $7.7M | 57.8K | — | — |
| Q1 2026 | $232K | 1.4K | — | — |
| Q1 2026 | $13.2M | 214.7K | — | — |
| Q1 2026 | $9.7M | 66.2K | — | — |
| Q1 2026 | $1.8M | 13.9K | — | — |
| Q1 2026 | $1.8M | 12.8K | — | — |
| Q4 2025 | $3.4M | 80.7K | — | — |
| Q4 2025 | $879K | 21.8K | — | — |
| Q4 2025 | $2.8M | 23.8K | — | — |
| Q4 2025 | $9M | 62.8K | — | — |
| Q4 2025 | $256K | 1.7K | — | — |
| Q4 2025 | $6.7M | 149.8K | — | — |
| Q4 2025 | $9.5M | 61.5K | — | — |
| Q4 2025 | $3.3M | 80.2K | — | — |
| Q4 2025 | $615K | 5.0K | — | — |
| Q4 2025 | $3M | 20.2K | — | — |
| Q3 2025 | $2.7M | 31.4K | — | — |
| Q3 2025 | $905K | 21.5K | — | — |
| Q3 2025 | $3M | 25.0K | — | — |
| Q3 2025 | $8.9M | 31.5K | — | — |
| Q3 2025 | $385K | 2.5K | — | — |
| Q3 2025 | $6.8M | 75.9K | — | — |
| Q3 2025 | $8.3M | 59.4K | — | — |
| Q3 2025 | $3.3M | 80.6K | — | — |
| Q3 2025 | $1.8M | 11.7K | — | — |