Position in STT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,967,958
+$746,252 QoQ
Shares Held
128,547
+2.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026Institute for Wealth Management, LLC. holds $26,132,717 across 133 Asset Management names. STT ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
128,547 | $6,967,958 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 3 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 4 | IVZ |
Invesco Ltd.
|
28,742 | $1,368,197 | |
| 5 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 6 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 7 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 |
All Filings in STT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,936 | 660 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||