Position in STT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,223,082
+$7,812,854 QoQ
Shares Held
88,678
+201.7% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $157,732,731 across 36 Asset Management names. STT ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
242,487 | $27,883,574 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
75,572 | $20,910,771 | |
| 3 | AMP |
Ameriprise Financial Inc
|
37,735 | $16,769,430 | |
| 4 | CSWC |
Capital Southwest Corp
|
619,098 | $13,694,446 | |
| 5 | STT |
State Street Corp
This page
|
88,678 | $11,223,082 | |
| 6 | BLK |
BlackRock, Inc.
|
10,825 | $10,410,505 | |
| 7 | KKR |
KKR & Co. Inc.
|
61,528 | $5,691,338 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
556,266 | $5,078,708 |
All Filings in STT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,223,082 | 88,678 | Shares | Other | 2026-05-15 | |
| 2025-09-30 | $3,410,228 | 29,396 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,852,037 | 26,820 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $2,082,735 | 23,263 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $713,255 | 7,267 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $436,068 | 4,929 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $327,450 | 4,425 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $296,212 | 3,831 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $258,174 | 3,333 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $598,555 | 8,939 | Shares | Other | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||