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Equibles

Atria Investments, Inc

Position in STT — State Street Corp

CIK 1535865 Charlotte, NC
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$15,915,914
+$2,722,624 QoQ
Shares Held
276,022
+9.7% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.16%
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, 2026

Atria Investments, Inc holds $96,889,511 across 32 Asset Management names. STT ranks #2 (16.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 203,610 $18,510,579
2 STT
State Street Corp
This page 		276,022 $15,915,914
3 BLK
BlackRock, Inc.
 13,355 $12,841,633
4 CEF
Sprott Physical Gold & Silver Trust
 130,306 $5,242,210
5 LDP
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
 246,045 $5,206,312
6 UTF
Cohen & Steers Infrastructure Fund Inc
 164,937 $4,550,611
7 APO
Apollo Global Management, Inc.
 33,715 $3,988,821
8 BX
Blackstone Inc.
 31,789 $3,740,611

All Filings in STT

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,635,283 9,642
2026-03-31 $1,268,510 10,023
2025-12-31 $1,276,940 9,898
2025-09-30 $1,154,415 9,951
2025-06-30 $1,108,275 10,422
2025-03-31 $965,312 10,782
2024-12-31 $938,902 9,566
2024-09-30 $1,131,000 12,784
2024-06-30 $1,178,746 15,929
2024-03-31 $1,267,120 16,388
2023-12-31 $1,344,860 17,362
2023-09-30 $1,277,931 19,085
2023-06-30 $1,373,076 18,763
2023-03-31 $1,548,541 20,459
2022-12-31 $1,562,647 20,145
2022-09-30 $1,321,522 21,732
2022-03-31 $2,030,592 23,308
2021-12-31 $2,350,203 25,271
2021-09-30 $2,007,864 23,700
2021-06-30 $1,660,492 20,181
2021-03-31 $1,638,615 19,505
2020-12-31 $1,212,078 16,654