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Equibles

Mutual Advisors, LLC

Position in STT — State Street Corp

CIK 1694080 OMAHA, NE
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$5,792,634
-$778,482 QoQ
Shares Held
103,986
-20.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Derivatives in STT

reported options exposure · as of Jun 30, 2022
CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
1,000

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

Mutual Advisors, LLC holds $90,917,338 across 61 Asset Management names. STT ranks #3 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 385,386 $33,824,331
2 ARCC
Ares Capital Corp
 354,730 $6,573,146
3 STT
State Street Corp
This page 		103,986 $5,792,634
4 CEF
Sprott Physical Gold & Silver Trust
 95,196 $3,829,735
5 BLK
BlackRock, Inc.
 3,287 $3,160,647
6 CCD
Calamos Dynamic Convertible & Income Fund
 100,596 $2,592,358
7 TROW
Price T Rowe Group Inc
 22,681 $2,578,602
8 BX
Blackstone Inc.
 17,958 $2,113,117

All Filings in STT

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $318,678 1,879
2026-03-31 $255,904 2,022
2025-12-31 $260,084 2,016
2025-09-30 $238,052 2,052
2025-06-30 $230,119 2,164
2024-12-31 $202,090 2,059