Position in STT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,738,627
+$911,712 QoQ
Shares Held
58,608
+16.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $24,411,130 across 20 Asset Management names. STT ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
132,041 | $5,623,626 | |
| 2 | IVZ |
Invesco Ltd.
|
36,734 | $3,856,136 | |
| 3 | STT |
State Street Corp
This page
|
58,608 | $3,738,627 | |
| 4 | ASST |
Strive, Inc.
|
291,087 | $3,175,759 | |
| 5 | BLK |
BlackRock, Inc.
|
1,950 | $1,875,042 | |
| 6 | BX |
Blackstone Inc.
|
13,519 | $1,590,780 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
25,503 | $1,143,809 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,783 | $817,969 |
All Filings in STT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,422 | 5,144 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $575,594 | 4,548 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $482,755 | 3,742 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $442,346 | 3,813 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $485,548 | 4,566 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $352,211 | 3,934 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $256,662 | 2,615 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||