Westover Capital Advisors, LLC

Position in STT — State Street Corp

CIK 1483467 WILMINGTON, DE

Position in STT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$846,982

+$208,108 QoQ

Shares Held

4,994

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#648

of 1,248 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $3,364,170 across 5 Asset Management names. STT ranks #1 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp This page	4,994	$846,982
2	APO	Apollo Global Management, Inc.	6,333	$749,257
3	KKR	KKR & Co. Inc.	8,065	$740,205
4	BX	Blackstone Inc.	5,373	$632,240
5	NTRS	Northern Trust Corp	2,275	$395,486

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$846,982	4,994	-1.1%	Shares	Sole	2026-08-04
2026-03-31	$638,874	5,048	-2.5%	Shares	Sole	2026-05-05
2025-12-31	$667,626	5,175	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.