Position in STT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$406,510
-$46,831 QoQ
Shares Held
3,212
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Choate Investment Advisors holds $12,671,622 across 7 Asset Management names. STT ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
13,001 | $5,777,644 | |
| 2 | BLK |
BlackRock, Inc.
|
2,440 | $2,346,572 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,571,697 | |
| 4 | KKR |
KKR & Co. Inc.
|
13,761 | $1,272,892 | |
| 5 | BX |
Blackstone Inc.
|
9,900 | $1,138,401 | |
| 6 | STT |
State Street Corp
This page
|
3,212 | $406,510 | |
| 7 | PCQ |
Pimco California Municipal Income Fund
|
18,404 | $157,906 |
All Filings in STT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,510 | 3,212 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $453,341 | 3,514 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $440,954 | 3,801 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $398,349 | 3,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $458,930 | 5,126 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $524,022 | 5,339 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $735,804 | 8,317 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $617,752 | 8,348 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $583,611 | 7,548 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $597,061 | 7,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $411,536 | 6,146 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $433,445 | 5,923 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $448,311 | 5,923 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $475,581 | 6,131 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $378,846 | 6,230 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $388,518 | 6,302 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $549,030 | 6,302 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $580,599 | 6,243 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $540,090 | 6,375 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $582,542 | 7,080 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $599,999 | 7,142 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $523,288 | 7,190 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $429,727 | 7,243 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $474,337 | 7,464 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $538,932 | 10,117 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||