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State Street Corporation shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors investment in State Street Corporation

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All positions including State Street Corporation held by Medallion 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 12k 126.56
2025-12-31 $1.5M 12k 129.01
2025-09-30 $1.4M 12k 116.01
2025-06-30 $1.3M 12k 106.96
2025-03-31 $1.0M 12k 88.82
2024-12-31 $1.2M 12k 98.15