BSW Wealth Partners

Position in STT — State Street Corp

CIK 1512601 BOULDER, CO

Position in STT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$363,113

+$120,371 QoQ

Shares Held

2,141

+11.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#841

of 1,248 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $2,240,064 across 5 Asset Management names. STT ranks #4 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	23,327	$703,775
2	BX	Blackstone Inc.	5,539	$651,774
3	NTRS	Northern Trust Corp	2,266	$393,921
4	STT	State Street Corp This page	2,141	$363,113
5	PTY	Pimco Corporate & Income Opportunity Fund	10,597	$127,481

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,113	2,141	+11.6%	Shares	Sole	2026-07-15
2026-03-31	$242,742	1,918	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.