STT — STATE STREET CORPORATION (NEW) CMN

Ownership history in FORA Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in STATE STREET CORPORATION (NEW) CMN (STT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.33% (2023 Q1)
Avg. % of fund
0.17%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,254 -23,171 -84.5% 0.09% $494K $114.42
2024 Q1 ADDED 27,425 +23,199 +549.0% 0.17% $2.1M $73.16
2023 Q4 REDUCED 4,226 -7,316 -63.4% 0.03% $327K $72.64
2023 Q3 REDUCED 11,542 -32,109 -73.6% 0.07% $773K $62.24
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    STT price (monthly, adj. close)

Other funds also holding STT

As of 2025 Q4 — sorted by position size

CATALYST FINANCIAL PARTNERS LLC 3Y 15.01% Metropolis Capital Ltd 3Y 7Y 10.26% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 4.92% apricus wealth, LLC 3Y 2.83% Verity & Verity, LLC 3Y 7Y 2.71% Allied Investment Advisors, LLC 3Y 7Y 2.55% GODSEY & GIBB, INC 3Y 7Y 2.49% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 2.33% FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3Y 7Y 2.08% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 1.69%
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