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Equibles

NWAM LLC

Position in STT — State Street Corp

CIK 1655006 MERCER ISLAND, WA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$2,762,837
+$721,585 QoQ
Shares Held
48,641
+17.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NWAM LLC holds $29,980,732 across 21 Asset Management names. STT ranks #2 (9.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 144,288 $17,936,951
2 STT
State Street Corp
This page 		48,641 $2,762,837
3 PHYS
Sprott Physical Gold Trust
 46,959 $1,416,753
4 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 95,617 $1,322,383
5 BX
Blackstone Inc.
 11,041 $1,299,194
6 HASI
HA Sustainable Infrastructure Capital, Inc.
 21,841 $852,891
7 PTY
Pimco Corporate & Income Opportunity Fund
 48,393 $582,167
8 BN
BROOKFIELD Corp /ON/
 12,988 $553,158

All Filings in STT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $226,924 1,338
2025-12-31 $203,964 1,581