SEC 13F Intelligence

Massachusetts Wealth Management / STT

Massachusetts Wealth Management’s State Str Corp Position

Does Massachusetts Wealth Management own State Str Corp (STT)? Yes — 21.7K shares worth $3M (+1.19% of its 13F portfolio) as of Q1 2026, up from 21.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
21.7K
% of Portfolio
+1.19%
Quarters Held
14
currently held

Position History STT

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.7K$3M+1.19%
Q4 202521.6K$3M+1.30%
Q3 202521.6K$3M+1.24%
Q2 202521.2K$2M+1.27%
Q1 202521.0K$2M+1.29%
Q4 202421.5K$2M+1.30%
Q3 202421.5K$2M+1.20%
Q2 202421.5K$2M+1.07%
Q1 202421.9K$2M+1.20%
Q4 202321.3K$2M+1.33%
Q3 202321.7K$1M+1.33%
Q2 202321.2K$2M+1.48%
Q1 202320.3K$2M+1.58%
Q4 202220.5K$2M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Massachusetts Wealth Management’s full portfolio or all institutional holders of STT.