Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in STT — State Street Corp
CIK 1510434
Seattle, WA
Position in STT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,979,625
+$1,497,201 QoQ
Shares Held
29,361
+6.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#52
of 404 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,475,989 across 14 Asset Management names. STT ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,456 | $5,246,271 | |
| 2 | STT |
State Street Corp
This page
|
29,361 | $4,979,625 | |
| 3 | SEIC |
Sei Investments Co
|
17,980 | $1,577,025 | |
| 4 | AMP |
Ameriprise Financial Inc
|
2,047 | $939,081 | |
| 5 | BX |
Blackstone Inc.
|
7,228 | $850,518 | |
| 6 | NTRS |
Northern Trust Corp
|
4,296 | $746,815 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
14,448 | $615,339 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
10,631 | $552,280 |
All Filings in STT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,979,625 | 29,361 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,482,424 | 27,516 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,296,850 | 25,555 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $2,610,920 | 22,506 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,347,667 | 22,077 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $1,524,248 | 17,025 | Shares | Other | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||