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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.7M | 15k | 116.01 |
| 2025-06-30 | $1.6M | 15k | 106.34 |
| 2025-03-31 | $1.3M | 15k | 89.53 |
| 2024-12-31 | $1.4M | 15k | 98.15 |
| 2024-09-30 | $1.3M | 15k | 88.47 |