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State Street Corporation shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in State Street Corporation

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

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Quarterly reported holdings in State Street Corporation by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 107 115.87
2025-06-30 $11k 107 106.22
2025-03-31 $9.6k 107 89.42
2023-12-31 $8.2k 106 77.44

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis International Small Cap Value Etf Etf (AVDV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Small-cap Equity Etf Etf (SCHC)

View all positions for Morton Brown Family Wealth

Top funds holding State Street Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Invesco
Harris Associates L.P
Geode Capital Management
Dodge & Cox
Morgan Stanley
Hotchkis and Wiley Capital Management
LSV Asset Management
Metropolis Capital
Northern Trust
Franklin Resources

View all funds holding State Street Corporation