Position in STT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,293,840
+$625,273 QoQ
Shares Held
13,525
+2.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#462
of 1,244 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,665,840 across 38 Asset Management names. STT ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
243,165 | $22,317,683 | |
| 2 | ARES |
Ares Management Corp
|
106,313 | $11,833,700 | |
| 3 | BX |
Blackstone Inc.
|
89,717 | $10,556,999 | |
| 4 | BLK |
BlackRock, Inc.
|
8,301 | $7,981,909 | |
| 5 | NTRS |
Northern Trust Corp
|
40,661 | $7,068,508 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
278,557 | $3,027,914 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,940 | $2,725,034 | |
| 8 | STT |
State Street Corp
This page
|
13,525 | $2,293,840 |
All Filings in STT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,293,840 | 13,525 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,668,567 | 13,184 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,411,369 | 10,940 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,213,580 | 10,461 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,092,749 | 10,276 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $879,453 | 9,823 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,019,778 | 10,390 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $919,468 | 10,393 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $944,018 | 12,757 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $981,886 | 12,699 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,093,192 | 14,113 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $441,400 | 6,592 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $519,358 | 7,097 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $527,407 | 6,968 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $337,507 | 4,351 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $615,153 | 10,116 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $436,482 | 7,080 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $410,945 | 4,717 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $422,871 | 4,547 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $382,341 | 4,513 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $441,020 | 5,360 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $418,201 | 4,978 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $507,567 | 6,974 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $624,566 | 10,527 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $677,824 | 10,666 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $593,214 | 11,136 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||