Position in STT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$469,784
+$37,451 QoQ
Shares Held
8,763
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 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, 2026YHB Investment Advisors, Inc. holds $13,858,840 across 9 Asset Management names. STT ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
34,470 | $6,645,615 | |
| 2 | BLK |
BlackRock, Inc.
|
3,223 | $3,099,107 | |
| 3 | APO |
Apollo Global Management, Inc.
|
12,187 | $1,441,843 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
82,213 | $868,991 | |
| 5 | STT |
State Street Corp
This page
|
8,763 | $469,784 | |
| 6 | BX |
Blackstone Inc.
|
3,910 | $460,089 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
11,105 | $446,754 | |
| 8 | AMP |
Ameriprise Financial Inc
|
478 | $219,287 |
No Holdings History
No holdings records found for this institution in STT.