ZACKS INVESTMENT MANAGEMENT

Position in STT — State Street Corp

CIK 1086483 Chicago, IL

Position in STT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,235,176

+$54,520 QoQ

Shares Held

17,661

+4.5% 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

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $167,603,918 across 16 Asset Management names. STT ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	138,443	$133,142,017
2	NTRS	Northern Trust Corp	79,111	$11,041,521
3	AMG	Affiliated Managers Group, Inc.	32,724	$9,054,730
4	SEIC	Sei Investments Co	42,459	$3,331,757
5	AAMI	Acadian Asset Management Inc.	50,853	$2,767,419
6	IVZ	Invesco Ltd.	112,318	$2,728,203
7	STT	State Street Corp This page	17,661	$2,235,176
8	AMP	Ameriprise Financial Inc	2,495	$1,108,777

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,235,176	17,661	+4.5%	Shares	Sole	2026-05-14
2025-12-31	$2,180,656	16,903	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$1,934,002	16,671	+206.0%	Shares	Sole	2025-11-14
2022-06-30	$335,869	5,448	-97.4%	Shares	Sole	2022-08-15
2022-03-31	$18,106,410	207,833	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$19,163,952	206,064	+3.6%	Shares	Sole	2022-02-15
2021-09-30	$16,845,894	198,842	+1.5%	Shares	Sole	2021-11-15
2021-06-30	$16,124,411	195,970	-7.9%	Shares	Sole	2021-08-16
2021-03-31	$17,881,444	212,849	-0.5%	Shares	Sole	2021-05-17
2020-12-31	$15,570,043	213,933	-6.3%	Shares	Sole	2021-02-16
2020-09-30	$13,539,165	228,201	+14.1%	Shares	Sole	2020-11-16
2020-06-30	$12,715,084	200,080	-2.1%	Shares	Sole	2020-08-14
2020-03-31	$10,892,223	204,472	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.