Position in STT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$853,042
+$167,293 QoQ
Shares Held
15,912
+14.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $15,561,129 across 13 Asset Management names. STT ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
324,687 | $4,224,177 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,611 | $3,838,153 | |
| 3 | IVZ |
Invesco Ltd.
|
192,202 | $2,811,802 | |
| 4 | BLK |
BlackRock, Inc.
|
1,507 | $1,449,070 | |
| 5 | STT |
State Street Corp
This page
|
15,912 | $853,042 | |
| 6 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $475,006 | |
| 7 | BX |
Blackstone Inc.
|
3,181 | $374,308 | |
| 8 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
15,655 | $368,518 |
No Holdings History
No holdings records found for this institution in STT.