SIGNATUREFD, LLC

Position in STT — State Street Corp

CIK 1456048 ATLANTA, GA

Position in STT

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$1,066,141

+$160,362 QoQ

Shares Held

8,424

+20.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.2136752136752137.ToString("F0")% Shared 0.ToString("F0")% None 99.78632478632478.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $19,045,603 across 91 Asset Management names. STT ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	30,437	$3,499,950
2	BLK	BlackRock, Inc.	1,648	$1,584,898
3	RJF	Raymond James Financial Inc	8,514	$1,232,742
4	AMP	Ameriprise Financial Inc	2,400	$1,066,560
5	STT	State Street Corp This page	8,424	$1,066,141
6	APO	Apollo Global Management, Inc.	8,947	$996,874
7	GBDC	GOLUB CAPITAL BDC, Inc.	75,189	$951,892
8	BN	BROOKFIELD Corp /ON/	21,292	$861,687

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,066,141	8,424	+20.0%	Shares	Sole	2026-04-07
2025-12-31	$905,779	7,021	+3.8%	Shares	Sole	2026-01-20
2025-09-30	$784,691	6,764	-7.9%	Shares	Sole	2025-10-21
2025-06-30	$781,279	7,347	+9.0%	Shares	Sole	2025-07-16
2025-03-31	$603,611	6,742	-3.0%	Shares	Sole	2025-05-02
2024-12-31	$681,848	6,947	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$610,266	6,898	-0.3%	Shares	Sole	2024-10-21
2024-06-30	$511,932	6,918	-0.2%	Shares	Sole	2024-07-29
2024-03-31	$535,904	6,931	+0.2%	Shares	Sole	2024-05-03
2023-12-31	$535,945	6,919	+10.1%	Shares	Sole	2024-02-01
2023-09-30	$420,709	6,283	-6.0%	Shares	Sole	2023-11-03
2023-06-30	$488,915	6,681	-4.3%	Shares	Sole	2023-08-01
2023-03-31	$528,543	6,983	+7.8%	Shares	Sole	2023-04-28
2022-12-31	$502,343	6,476	+9.3%	Shares	Sole	2023-01-30
2022-09-30	$360,420	5,927	+15.7%	Shares	Sole	2022-11-08
2022-06-30	$315,894	5,124	+11.3%	Shares	Sole	2022-08-10
2022-03-31	$400,926	4,602	-14.9%	Shares	Sole	2022-05-02
2021-12-31	$502,665	5,405	+23.6%	Shares	Sole	2022-01-25
2021-09-30	$370,395	4,372	+7.0%	Shares	Sole	2021-10-28
2021-06-30	$336,278	4,087	+35.2%	Shares	Sole	2021-07-26
2021-03-31	$253,962	3,023	+11.9%	Shares	Sole	2021-04-30
2020-12-31	$196,651	2,702	-38.5%	Shares	Sole	2021-02-11
2020-09-30	$260,814	4,396	+75.1%	Shares	Sole	2020-11-03
2020-06-30	$159,510	2,510	+13.7%	Shares	Sole	2020-07-30
2020-03-31	$117,620	2,208	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.