Position in STT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,294,896
+$328,611 QoQ
Shares Held
7,635
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#557
of 1,247 holders
Holding Since
Mar 2021
22 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, 2026Welch Group, LLC holds $14,497,320 across 7 Asset Management names. STT ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
87,644 | $10,313,069 | |
| 2 | STT |
State Street Corp
This page
|
7,635 | $1,294,896 | |
| 3 | BLK |
BlackRock, Inc.
|
1,104 | $1,061,562 | |
| 4 | UTG |
Reaves Utility Income Fund
|
19,729 | $803,364 | |
| 5 | NTRS |
Northern Trust Corp
|
3,153 | $548,117 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
26,159 | $284,348 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
10,173 | $191,964 |
All Filings in STT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,294,896 | 7,635 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $966,285 | 7,635 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,120,193 | 8,683 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,003,834 | 8,653 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $888,258 | 8,353 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $747,396 | 8,348 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $819,356 | 8,348 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $738,547 | 8,348 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $617,752 | 8,348 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $374,847 | 4,848 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $375,526 | 4,848 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $281,098 | 4,198 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $307,209 | 4,198 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $317,746 | 4,198 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $325,638 | 4,198 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $255,280 | 4,198 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $258,806 | 4,198 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $365,729 | 4,198 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $390,414 | 4,198 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $355,654 | 4,198 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $345,411 | 4,198 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $352,673 | 4,198 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||