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Equibles

Crewe Advisors LLC

Position in STT — State Street Corp

CIK 1730033 SALT LAKE CITY, UT
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$395,320
+$36,949 QoQ
Shares Held
7,374
+2.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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

Crewe Advisors LLC holds $3,612,354 across 31 Asset Management names. STT ranks #4 (10.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RWAY
Runway Growth Finance Corp.
 172,002 $964,931
2 BX
Blackstone Inc.
 6,033 $709,903
3 AMP
Ameriprise Financial Inc
 1,415 $649,145
4 STT
State Street Corp
This page 		7,374 $395,320
5 IVZ
Invesco Ltd.
 3,153 $262,739
6 BLK
BlackRock, Inc.
 112 $107,694
7 GSBD
Goldman Sachs BDC, Inc.
 9,943 $94,259
8 APO
Apollo Global Management, Inc.
 775 $91,690

All Filings in STT

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,796 30
2025-12-31 $3,870 30
2025-09-30 $3,480 30
2024-09-30 $4,954 56
2024-06-30 $4,144 56
2024-03-31 $7,345 95
2023-06-30 $951 13
2022-09-30 $7,905 130
2022-06-30 $4,500 73
2021-06-30 $7,898 96
2021-03-31 $8,064 96
2020-12-31 $6,986 96
2020-09-30 $9,136 154