Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  State Street Corp. (STT)
← All STT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 0.03 $57.87–77.00 · VW $68.91i SEC
2018   Q3 61,957 0.03 Reduce 94.01% 0.45 $65.81–90.20 · VW $76.34i $5,191,000 SEC
2018   Q2 1,033,619 0.48 Reduce 58.45% 0.74 $82.43–101.35 · VW $90.23i $96,220,000 SEC
2018   Q1 2,487,563 1.26 Reduce 9.53% 0.13 $94.03–110.33 · VW $100.16i $248,085,000 SEC
2017   Q4 2,749,738 1.32 Reduce 1.19% 0.02 $93.17–114.27 · VW $104.53i $268,402,000 SEC
2017   Q3 2,782,766 1.41 Reduce 1.09% 0.02 $89.68–99.99 · VW $95.01i $265,865,000 SEC
2017   Q2 2,813,464 1.38 Reduce 0.69% <0.01 $81.47–96.26 · VW $90.07i $252,452,000 SEC
2017   Q1 2,832,878 1.27 Reduce 0.49% <0.01 $75.27–85.38 · VW $80.70i $225,525,000 SEC
2016   Q4 2,846,759 1.29 Reduce 3.92% 0.05 $74.45–83.49 · VW $79.22i $221,250,000 SEC
2016   Q3 2,963,003 1.28 Reduce 11.03% 0.12 $68.16–79.27 · VW $75.41i $206,314,000 SEC
2016   Q2 3,330,276 1.13 Add 1.55% 0.02 $50.60–70.65 · VW $63.83i $179,568,000 SEC
2016   Q1 3,279,296 1.18 Add 1.41% 0.02 $55.40–64.69 · VW $61.05i $191,904,000 SEC
2015   Q4 3,233,807 1.35 Reduce 0.64% <0.01 $50.73–73.77 · VW $59.76i $214,595,000 SEC
2015   Q3 3,254,783 1.42 Reduce 0.48% <0.01 $63.97–75.40 · VW $70.65i $218,754,000 SEC
2015   Q2 3,270,591 1.44 Reduce 21.03% 0.36 $67.06–81.26 · VW $73.41i $251,836,000 SEC
2015   Q1 4,141,716 1.72 Reduce 17.90% 0.38 $71.34–79.59 · VW $76.29i $304,540,000 SEC
2014   Q4 5,044,580 2.15 Reduce 13.00% 0.31 $70.50–80.92 · VW $75.29i $396,000,000 SEC
2014   Q3 5,798,406 2.37 Reduce 0.27% <0.01 $64.21–78.43 · VW $73.12i $426,821,000 SEC
2014   Q2 5,814,240 2.21 Add 25.90% 0.45 $64.66–73.14 · VW $69.94i $391,066,000 SEC
2014   Q1 4,618,131 1.91 Add 42.11% 0.57 $62.67–70.77 · VW $66.24i $321,191,000 SEC
2013   Q4 3,249,689 1.44 Reduce 2.07% 0.03 $64.30–76.24 · VW $68.74i $238,495,000 SEC
2013   Q3 3,318,282 1.46 Reduce 22.23% 0.43 $64.25–73.27 · VW $70.04i $218,177,000 SEC
2013   Q2 4,266,679 1.92 Reduce 21.49% 0.49 $63.23–71.27 · VW $67.07i $278,230,000 SEC
2013   Q1 5,434,781 2.30 Reduce 13.56% 0.34 $54.57–68.18 · VW $62.98i $321,141,000 SEC
2012   Q4 6,287,528 2.47 Reduce 1.93% 0.04 $44.05–58.15 · VW $52.93i $295,577,000 SEC
2012   Q3 6,411,247 2.29 Add 33.94% 0.58 $41.09–46.65 · VW $44.06i $269,016,000 SEC
2012   Q2 4,786,754 2.54 Reduce 5.64% 0.14 $38.95–45.09 · VW $41.88i $213,681,000 SEC
2012   Q1 5,072,661 2.41 Add 6.95% 0.16 $40.67–47.20 · VW $43.03i $230,806,000 SEC
2011   Q4 4,743,007 2.12 Reduce 1.83% 0.03 $38.21–43.90 · VW $41.45i $191,191,000 SEC
2011   Q3 4,831,237 1.89 Reduce 0.08% <0.01 $29.86–42.24 · VW $37.25i $155,373,000 SEC
2011   Q2 4,835,322 2.03 Add 0.17% <0.01 $31.35–46.94 · VW $37.94i $218,025,000 SEC
2011   Q1 4,827,279 1.93 Add 0.16% <0.01 $42.06–47.64 · VW $45.16i $216,938,000 SEC
2010   Q4 4,819,694 2.20 Reduce 1.54% 0.03 $43.61–50.26 · VW $46.20i $223,345,000 SEC
2010   Q3 4,895,169 1.98 Reduce 17.48% 0.39 $35.40–45.97 · VW $41.52i $184,352,000 SEC
2010   Q2 5,932,315 2.22 Add 40.14% 0.64 $32.47–40.25 · VW $35.93i $200,631,000 SEC
2010   Q1 4,233,231 1.79 Add 11.79% 0.19 $37.48–48.80 · VW $41.48i $191,088,000 SEC
2009   Q4 3,786,888 2.05 Add 119.04% 1.11 $39.25–47.55 · VW $43.90i $164,881,000 SEC
2009   Q3 1,728,844 0.92 Reduce 3.16% 0.03 $39.70–55.87 · VW $45.62i $90,937,000 SEC
2009   Q2 1,785,269 1.07 Buy 1.07 $42.81–55.46 · VW $50.25i $84,265,000 SEC
Price snapshot:
Current price$178.17
52-week low$99.42
52-week high$183.32