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WT Wealth Management STT-PG Position History
State Street Corporation • Banking
Quarters held
33
Latest value
$670K
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $303K |
| Q3 2025 | $4.6M |
| Q3 2025 | $1.2M |
| Q3 2025 | $3.2M |
| Q3 2025 | $762K |
| Q3 2025 | $6.9M |
| Q3 2025 | $525K |
| Q3 2025 | $487K |
| Q4 2025 | $302K |
| Q4 2025 | $3.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $4.4M |
| Q4 2025 | $823K |
| Q4 2025 | $6.3M |
| Q4 2025 | $536K |
| Q4 2025 | $524K |
| Q1 2026 | $301K |
| Q1 2026 | $2.9M |
| Q1 2026 | $2.1M |
| Q1 2026 | $460K |
| Q1 2026 | $781K |
| Q1 2026 | $5.4M |
| Q1 2026 | $456K |
| Q1 2026 | $606K |
| Q2 2026 | $300K |
| Q2 2026 | $3.2M |
| Q2 2026 | $1.8M |
| Q2 2026 | $418K |
| Q2 2026 | $652K |
| Q3 2026 | $296K |
| Q3 2026 | $11.3M |
| Q3 2026 | $446K |
| Q3 2026 | $670K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $670K | 3.4K | — | — |
| Q3 2026 | $446K | 2.6K | — | — |
| Q3 2026 | $11.3M | 464.0K | — | — |
| Q3 2026 | $296K | 10.0K | — | — |
| Q2 2026 | $652K | 3.4K | — | — |
| Q2 2026 | $418K | 2.6K | — | — |
| Q2 2026 | $1.8M | 70.6K | — | — |
| Q2 2026 | $3.2M | 79.3K | — | — |
| Q2 2026 | $300K | 10.0K | — | — |
| Q1 2026 | $606K | 5.5K | — | — |
| Q1 2026 | $456K | 3.4K | — | — |
| Q1 2026 | $5.4M | 108.5K | — | — |
| Q1 2026 | $781K | 7.2K | — | — |
| Q1 2026 | $460K | 3.1K | — | — |
| Q1 2026 | $2.1M | 85.5K | — | — |
| Q1 2026 | $2.9M | 71.5K | — | — |
| Q1 2026 | $301K | 10.0K | — | — |
| Q4 2025 | $524K | 4.5K | — | — |
| Q4 2025 | $536K | 3.7K | — | — |
| Q4 2025 | $6.3M | 115.8K | — | — |
| Q4 2025 | $823K | 6.9K | — | — |
| Q4 2025 | $4.4M | 28.3K | — | — |
| Q4 2025 | $1.5M | 57.7K | — | — |
| Q4 2025 | $3.9M | 97.0K | — | — |
| Q4 2025 | $302K | 10.0K | — | — |
| Q3 2025 | $487K | 4.1K | — | — |
| Q3 2025 | $525K | 1.9K | — | — |
| Q3 2025 | $6.9M | 127.9K | — | — |
| Q3 2025 | $762K | 3.2K | — | — |
| Q3 2025 | $3.2M | 23.1K | — | — |
| Q3 2025 | $1.2M | 45.0K | — | — |
| Q3 2025 | $4.6M | 113.2K | — | — |
| Q3 2025 | $303K | 10.0K | — | — |