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State Street Corporation shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in State Street Corporation

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All positions including State Street Corporation held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in State Street Corporation by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.8M 16k 174.59

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T Rowe Price Exchange-traded Cap Appreciation (TCAF)
American Centy Etf Tr Us Eqt Etf (AVUS)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Us Midcap Fund (EZM)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Comfort Systems USA (FIX)
Verizon Communications (VZ)

View all positions for Consolidated Planning Corp

Top funds holding State Street Corporation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Regents of the University of California
Geode Capital Management
Invesco
Harris Associates L.P
Victory Capital Management
Jpmorgan Chase & Co
Franklin Resources
LSV Asset Management
Northern Trust
Dimensional Fund Advisors

View all funds holding State Street Corporation