Back to STT-PG
Willow Creek Wealth Management Inc. → STT-PG
Willow Creek Wealth Management Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
28
Latest value
$480K
Q3 2026
Peak value
$115.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23.7M |
| Q3 2025 | $2.1M |
| Q3 2025 | $33.6M |
| Q3 2025 | $101.7M |
| Q3 2025 | $16.3M |
| Q3 2025 | $17.2M |
| Q3 2025 | $21.9M |
| Q3 2025 | $217K |
| Q2 2026 | $26.3M |
| Q2 2026 | $1.7M |
| Q2 2026 | $37M |
| Q2 2026 | $115.9M |
| Q2 2026 | $17.6M |
| Q2 2026 | $19.3M |
| Q2 2026 | $23.6M |
| Q2 2026 | $2M |
| Q2 2026 | $237K |
| Q2 2026 | $466K |
| Q3 2026 | $27.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $38.4M |
| Q3 2026 | $114.4M |
| Q3 2026 | $19.3M |
| Q3 2026 | $16.4M |
| Q3 2026 | $30.2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $228K |
| Q3 2026 | $480K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $480K | 2.7K | — | — |
| Q3 2026 | $228K | 3.7K | — | — |
| Q3 2026 | $2.2M | 23.7K | — | — |
| Q3 2026 | $30.2M | 1.05M | — | — |
| Q3 2026 | $16.4M | 602.1K | — | — |
| Q3 2026 | $19.3M | 792.5K | — | — |
| Q3 2026 | $114.4M | 4.70M | — | — |
| Q3 2026 | $38.4M | 1.30M | — | — |
| Q3 2026 | $1.6M | 76.5K | — | — |
| Q3 2026 | $27.1M | 839.6K | — | — |
| Q2 2026 | $466K | 2.7K | — | — |
| Q2 2026 | $237K | 3.9K | — | — |
| Q2 2026 | $2M | 21.9K | — | — |
| Q2 2026 | $23.6M | 813.2K | — | — |
| Q2 2026 | $19.3M | 679.0K | — | — |
| Q2 2026 | $17.6M | 685.9K | — | — |
| Q2 2026 | $115.9M | 4.54M | — | — |
| Q2 2026 | $37M | 1.23M | — | — |
| Q2 2026 | $1.7M | 75.7K | — | — |
| Q2 2026 | $26.3M | 784.9K | — | — |
| Q3 2025 | $217K | 4.0K | — | — |
| Q3 2025 | $21.9M | 745.4K | — | — |
| Q3 2025 | $17.2M | 593.7K | — | — |
| Q3 2025 | $16.3M | 620.5K | — | — |
| Q3 2025 | $101.7M | 3.93M | — | — |
| Q3 2025 | $33.6M | 1.11M | — | — |
| Q3 2025 | $2.1M | 92.9K | — | — |
| Q3 2025 | $23.7M | 699.8K | — | — |