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State Street Corporation shares owned by Pension & Wealth Management Advisors

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

Historical chart of Pension & Wealth Management Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in State Street Corporation by Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $178k 1.0k 169.67
2026-03-31 $133k 1.0k 126.61
2025-12-31 $222k 1.7k 129.01
2025-09-30 $210k 1.8k 116.01
2025-06-30 $193k 1.8k 106.34
2025-03-31 $162k 1.8k 89.53
2024-03-31 $31k 400 77.32