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State Street Corporation shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

All positions including State Street Corporation held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in State Street Corporation by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 15k 98.15
2024-09-30 $1.3M 15k 88.47

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View all positions for Kingswood Wealth Advisors

Top funds holding State Street Corporation

Vanguard Group
BlackRock
State Street Corporation
Dodge & Cox
Harris Associates L.P
Geode Capital Management
Invesco
FMR
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Capital Research and Management Company - Division 3
LSV Asset Management
Amundi
Metropolis Capital
Northern Trust

View all funds holding State Street Corporation