Position in STT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$872,422
+$296,828 QoQ
Shares Held
5,144
+13.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#640
of 1,247 holders
Holding Since
Dec 2024
7 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 $17,688,789 across 19 Asset Management names. STT ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
132,041 | $5,623,626 | |
| 2 | ASST |
Strive, Inc.
|
291,087 | $3,175,759 | |
| 3 | BLK |
BlackRock, Inc.
|
1,950 | $1,875,042 | |
| 4 | BX |
Blackstone Inc.
|
13,519 | $1,590,780 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
25,503 | $1,143,809 | |
| 6 | STT |
State Street Corp
This page
|
5,144 | $872,422 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,783 | $817,969 | |
| 8 | BEN |
Franklin Resources Inc
|
14,064 | $467,909 |
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. | ||||||