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State Street Corporation shares owned by Planned Solutions

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in State Street Corporation

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All positions including State Street Corporation held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in State Street Corporation by Planned Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $233k 1.4k 169.60
2024-09-30 $122k 1.4k 88.47
2023-12-31 $107k 1.4k 77.46
2020-12-31 $66k 900 73.33
2020-09-30 $53k 900 58.89

More positions owned by Planned Solutions

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Apple Stock (AAPL)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)

View all positions for Planned Solutions

Top funds holding State Street Corporation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Regents of the University of California
Geode Capital Management
Invesco
Morgan Stanley
Harris Associates L.P
Victory Capital Management
Jpmorgan Chase & Co
Franklin Resources
LSV Asset Management
Northern Trust

View all funds holding State Street Corporation