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Equibles

CWM, LLC

Position in STT — State Street Corp

CIK 1535847 OMAHA, NE
Back to STT Full portfolio

Position in STT

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$28,511,727
+$4,842,681 QoQ
Shares Held
535,575
+34.7% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

CWM, LLC holds $310,351,219 across 277 Asset Management names. STT ranks #2 (9.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,758,537 $144,963,130
2 STT
State Street Corp
This page 		535,575 $28,511,727
3 TROW
Price T Rowe Group Inc
 161,324 $14,541,745
4 AMP
Ameriprise Financial Inc
 31,625 $14,054,150
5 BLK
BlackRock, Inc.
 14,626 $12,865,003
6 KKR
KKR & Co. Inc.
 121,243 $11,214,977
7 BX
Blackstone Inc.
 89,727 $10,317,707
8 NTRS
Northern Trust Corp
 66,054 $9,219,156

All Filings in STT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,394,592 26,822
2025-12-31 $3,277,628 25,406
2025-09-30 $2,873,219 24,767
2025-06-30 $1,089,985 10,250
2025-03-31 $1,050,186 11,730
2024-12-31 $1,215,980 12,389
2024-09-30 $1,005,992 11,371
2024-06-30 $749,102 10,123
2024-03-31 $497,554 6,435
2023-12-31 $485,674 6,270
2023-09-30 $395,867 5,912
2023-06-30 $369,266 5,046
2023-03-31 $373,530 4,935
2022-12-31 $368,922 4,756
2022-09-30 $251,692 4,139
2022-06-30 $252,826 4,101
2022-03-31 $218,148 2,504
2021-12-31 $177,165 1,905
2021-06-30 $105,812 1,286
2021-03-31 $108,036 1,286
2020-12-31 $93,595 1,286
2020-09-30 $76,298 1,286
2020-06-30 $81,725 1,286
2020-03-31 $68,505 1,286