Back to STT-PG
West Financial Advisors, LLC → STT-PG
West Financial Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
26
Latest value
$4.5M
Q3 2026
Peak value
$9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $41K |
| Q4 2025 | $7.2M |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.9M |
| Q4 2025 | $4M |
| Q4 2025 | $3.9M |
| Q4 2025 | $7K |
| Q1 2026 | $43K |
| Q1 2026 | $7.2M |
| Q1 2026 | $3.9M |
| Q1 2026 | $3.7M |
| Q1 2026 | $4.4M |
| Q1 2026 | $3.8M |
| Q2 2026 | $45K |
| Q2 2026 | $3M |
| Q2 2026 | $4.1M |
| Q2 2026 | $3.7M |
| Q2 2026 | $4.4M |
| Q2 2026 | $4.9M |
| Q2 2026 | $2K |
| Q3 2026 | $43K |
| Q3 2026 | $9M |
| Q3 2026 | $4.1M |
| Q3 2026 | $4M |
| Q3 2026 | $3.9M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 22.8K | — | — |
| Q3 2026 | $3.9M | 73.1K | — | — |
| Q3 2026 | $4M | 65.0K | — | — |
| Q3 2026 | $4.1M | 24.5K | — | — |
| Q3 2026 | $9M | 98.5K | — | — |
| Q3 2026 | $43K | 294 | — | — |
| Q2 2026 | $2K | 51 | — | — |
| Q2 2026 | $4.9M | 25.6K | — | — |
| Q2 2026 | $4.4M | 23.9K | — | — |
| Q2 2026 | $3.7M | 69.8K | — | — |
| Q2 2026 | $4.1M | 81.3K | — | — |
| Q2 2026 | $3M | 32.6K | — | — |
| Q2 2026 | $45K | 294 | — | — |
| Q1 2026 | $3.8M | 23.2K | — | — |
| Q1 2026 | $4.4M | 71.6K | — | — |
| Q1 2026 | $3.7M | 25.2K | — | — |
| Q1 2026 | $3.9M | 77.1K | — | — |
| Q1 2026 | $7.2M | 79.0K | — | — |
| Q1 2026 | $43K | 294 | — | — |
| Q4 2025 | $7K | 54 | — | — |
| Q4 2025 | $3.9M | 33.0K | — | — |
| Q4 2025 | $4M | 27.5K | — | — |
| Q4 2025 | $3.9M | 25.2K | — | — |
| Q4 2025 | $3.9M | 32.5K | — | — |
| Q4 2025 | $7.2M | 79.2K | — | — |
| Q4 2025 | $41K | 294 | — | — |