CX Institutional

Position in STT — State Street Corp

CIK 1737089 AUBURN, IN

Position in STT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,660,044

+$433,678 QoQ

Shares Held

9,788

+1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#35

of 140 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

CX Institutional holds $13,060,782 across 49 Asset Management names. STT ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	10,540	$4,835,330
2	STT	State Street Corp This page	9,788	$1,660,044
3	BPRE	Bluerock Private Real Estate Fund	81,360	$1,058,493
4	RJF	Raymond James Financial Inc	4,957	$753,612
5	BLK	BlackRock, Inc.	633	$608,667
6	BX	Blackstone Inc.	4,615	$543,047
7	IVZ	Invesco Ltd.	16,358	$431,687
8	APO	Apollo Global Management, Inc.	3,409	$403,318

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,660,044	9,788	+1.0%	Shares	Sole	2026-07-02
2026-03-31	$1,226,366	9,690	-0.7%	Shares	Sole	2026-04-06
2025-12-31	$1,259,524	9,763	+2.1%	Shares	Sole	2026-02-02
2025-09-30	$1,109,287	9,562	+24.6%	Shares	Sole	2025-10-23
2025-06-30	$816,372	7,677	+6.3%	Shares	Sole	2025-07-16
2025-03-31	$646,406	7,220	-6.6%	Shares	Sole	2025-04-15
2024-12-31	$758,601	7,729	+6.6%	Shares	Sole	2025-01-21
2024-09-30	$641,230	7,248	+1.5%	Shares	Sole	2024-10-11
2024-06-30	$528,434	7,141	+0.2%	Shares	Sole	2024-07-11
2024-03-31	$550,827	7,124	+1.7%	Shares	Sole	2024-04-15
2023-12-31	$542,684	7,006	-2.6%	Shares	Sole	2024-01-12
2023-09-30	$481,576	7,192	-9.6%	Shares	Sole	2023-10-18
2023-06-30	$582,439	7,959	-1.4%	Shares	Sole	2023-07-26
2023-03-31	$611,272	8,076	+1.0%	Shares	Sole	2023-05-04
2022-12-31	$620,327	7,997	+28.2%	Shares	Sole	2023-02-03
2022-09-30	$379,393	6,239	-1.6%	Shares	Sole	2022-11-04
2022-06-30	$391,045	6,343	-15.8%	Shares	Sole	2022-08-02
2022-03-31	$656,536	7,536	+0.6%	Shares	Sole	2022-05-09
2021-12-31	$696,477	7,489	+1.1%	Shares	Sole	2022-01-18
2021-09-30	$627,521	7,407	+1.8%	Shares	Sole	2021-11-10
2021-06-30	$598,751	7,277	+0.7%	Shares	Sole	2021-08-04
2021-03-31	$606,804	7,223	+2.0%	Shares	Sole	2021-04-15
2020-12-31	$515,573	7,084	-3.8%	Shares	Sole	2021-01-12
2020-09-30	$437,024	7,366	-0.5%	Shares	Sole	2020-10-13
2020-06-30	$470,270	7,400	-1.1%	Shares	Sole	2020-08-06
2020-03-31	$398,619	7,483	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.