United Asset Strategies, Inc.

Position in STT — State Street Corp

CIK 1539948 GARDEN CITY, NY

Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,395,282

-$4,076,028 QoQ

Shares Held

63,333

-58.1% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Derivatives in STT

reported options exposure · as of Mar 31, 2021

CallValue

$3,405

CallShares

100

PutValue

$0

PutShares

0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $9,833,278 across 4 Asset Management names. STT ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	28,607	$4,349,122
2	STT	State Street Corp This page	63,333	$3,395,282
3	TROW	Price T Rowe Group Inc	17,787	$2,022,204
4	HIX	Western Asset High Income Fund II Inc.	16,836	$66,670

No Holdings History

No holdings records found for this institution in STT.