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W.G. Shaheen & Associates DBA Whitney & Co → STT-PG
W.G. Shaheen & Associates DBA Whitney & Co STT-PG Position History
State Street Corporation • Banking
Quarters held
30
Latest value
$2.3M
Q3 2026
Peak value
$25.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7M |
| Q3 2025 | $372K |
| Q3 2025 | $211K |
| Q3 2025 | $18.2M |
| Q3 2025 | $449K |
| Q3 2025 | $1.7M |
| Q4 2025 | $6.9M |
| Q4 2025 | $381K |
| Q4 2025 | $255K |
| Q4 2025 | $18.3M |
| Q4 2025 | $457K |
| Q4 2025 | $1.8M |
| Q1 2026 | $10.1M |
| Q1 2026 | $351K |
| Q1 2026 | $252K |
| Q1 2026 | $25.2M |
| Q1 2026 | $411K |
| Q1 2026 | $1.6M |
| Q2 2026 | $8.6M |
| Q2 2026 | $359K |
| Q2 2026 | $267K |
| Q2 2026 | $22M |
| Q2 2026 | $496K |
| Q2 2026 | $2.3M |
| Q3 2026 | $2.6M |
| Q3 2026 | $365K |
| Q3 2026 | $260K |
| Q3 2026 | $22.8M |
| Q3 2026 | $494K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 11.9K | — | — |
| Q3 2026 | $494K | 9.2K | — | — |
| Q3 2026 | $22.8M | 371.0K | — | — |
| Q3 2026 | $260K | 2.4K | — | — |
| Q3 2026 | $365K | 2.2K | — | — |
| Q3 2026 | $2.6M | 14.7K | — | — |
| Q2 2026 | $2.3M | 12.3K | — | — |
| Q2 2026 | $496K | 9.2K | — | — |
| Q2 2026 | $22M | 414.0K | — | — |
| Q2 2026 | $267K | 2.3K | — | — |
| Q2 2026 | $359K | 2.3K | — | — |
| Q2 2026 | $8.6M | 55.9K | — | — |
| Q1 2026 | $1.6M | 12.3K | — | — |
| Q1 2026 | $411K | 8.3K | — | — |
| Q1 2026 | $25.2M | 411.0K | — | — |
| Q1 2026 | $252K | 2.3K | — | — |
| Q1 2026 | $351K | 2.4K | — | — |
| Q1 2026 | $10.1M | 55.5K | — | — |
| Q4 2025 | $1.8M | 12.6K | — | — |
| Q4 2025 | $457K | 8.3K | — | — |
| Q4 2025 | $18.3M | 409.4K | — | — |
| Q4 2025 | $255K | 2.1K | — | — |
| Q4 2025 | $381K | 2.5K | — | — |
| Q4 2025 | $6.9M | 54.5K | — | — |
| Q3 2025 | $1.7M | 6.2K | — | — |
| Q3 2025 | $449K | 8.3K | — | — |
| Q3 2025 | $18.2M | 204.1K | — | — |
| Q3 2025 | $211K | 882 | — | — |
| Q3 2025 | $372K | 2.7K | — | — |
| Q3 2025 | $7M | 53.2K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B