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Wolff Financial Management LLC → STT-PG
Wolff Financial Management LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
16
Latest value
$861K
Q3 2026
Peak value
$40.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.7M |
| Q4 2025 | $268K |
| Q4 2025 | $35.4M |
| Q4 2025 | $800K |
| Q1 2026 | $5.9M |
| Q1 2026 | $276K |
| Q1 2026 | $37.9M |
| Q1 2026 | $834K |
| Q2 2026 | $6.7M |
| Q2 2026 | $306K |
| Q2 2026 | $40.1M |
| Q2 2026 | $955K |
| Q3 2026 | $6.6M |
| Q3 2026 | $305K |
| Q3 2026 | $38.9M |
| Q3 2026 | $861K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $861K | 5.2K | — | — |
| Q3 2026 | $38.9M | 265.6K | — | — |
| Q3 2026 | $305K | 6.1K | — | — |
| Q3 2026 | $6.6M | 127.1K | — | — |
| Q2 2026 | $955K | 5.2K | — | — |
| Q2 2026 | $40.1M | 263.3K | — | — |
| Q2 2026 | $306K | 6.1K | — | — |
| Q2 2026 | $6.7M | 128.6K | — | — |
| Q1 2026 | $834K | 5.2K | — | — |
| Q1 2026 | $37.9M | 260.0K | — | — |
| Q1 2026 | $276K | 6.0K | — | — |
| Q1 2026 | $5.9M | 126.8K | — | — |
| Q4 2025 | $800K | 5.2K | — | — |
| Q4 2025 | $35.4M | 254.2K | — | — |
| Q4 2025 | $268K | 6.0K | — | — |
| Q4 2025 | $5.7M | 120.8K | — | — |