IFP Advisors, Inc

Position in STT — State Street Corp

CIK 1641866 TAMPA, FL

Position in STT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,842,238

+$650,626 QoQ

Shares Held

50,518

+19.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $66,621,489 across 172 Asset Management names. STT ranks #6 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	346,542	$22,568,408
2	CEF	Sprott Physical Gold & Silver Trust	195,814	$7,877,597
3	TSLX	Sixth Street Specialty Lending, Inc.	305,604	$5,247,220
4	BLK	BlackRock, Inc.	5,408	$4,927,427
5	KKR	KKR & Co. Inc.	40,898	$3,753,618
6	STT	State Street Corp This page	50,518	$2,842,238
7	IQI	Invesco Quality Municipal Income Trust	182,631	$1,848,225
8	APO	Apollo Global Management, Inc.	13,150	$1,555,776

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,888	1,155	-18.6%	Shares	Sole	2026-07-20
2026-03-31	$179,588	1,419	+15.7%	Shares	Sole	2026-04-13
2025-12-31	$158,166	1,226	+48.4%	Shares	Sole	2026-02-06
2025-09-30	$95,824	826	+214.1%	Shares	Sole	2026-02-06
2025-06-30	$27,967	263	-57.9%	Shares	Sole	2025-07-24
2025-03-31	$55,866	624	-4.0%	Shares	Sole	2025-05-05
2024-12-31	$63,797	650	-8.8%	Shares	Sole	2025-02-04
2024-09-30	$63,079	713	+3.9%	Shares	Sole	2025-02-04
2024-06-30	$50,764	686	+45.0%	Shares	Sole	2024-07-30
2024-03-31	$36,572	473	+4.0%	Shares	Sole	2024-07-30
2023-12-31	$35,244	455	-41.4%	Shares	Sole	2024-01-09
2023-09-30	$51,960	776	+5.9%	Shares	Sole	2023-10-12
2023-06-30	$53,640	733	+24.9%	Shares	Sole	2023-08-14
2023-03-31	$44,430	587	-69.1%	Shares	Sole	2023-04-18
2022-12-31	$188	1,897	-10.2%	Shares	Sole	2023-02-07
2022-09-30	$128,430	2,112	+40.1%	Shares	Sole	2022-11-08
2022-06-30	$92,968	1,508	0.0%	Shares	Sole	2022-09-06
2022-03-31	$131,376	1,508	+456.5%	Shares	Sole	2022-09-06
2021-12-31	$25,203	271	-19.8%	Shares	Sole	2022-01-12
2021-09-30	$28,635	338	+5.3%	Shares	Sole	2021-10-06
2021-06-30	$26,411	321	-17.7%	Shares	Sole	2021-07-13
2021-03-31	$32,763	390	-43.1%	Shares	Sole	2021-04-30
2020-12-31	$49,854	685	+2.1%	Shares	Sole	2021-01-25
2020-09-30	$39,810	671	+13.7%	Shares	Sole	2020-10-29
2020-06-30	$37,494	590	-14.5%	Shares	Sole	2020-08-05
2020-03-31	$36,756	690	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.