Global Retirement Partners, LLC
PensionPosition in STT — State Street Corp
CIK 1749744
San Rafael, CA
Position in STT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,675,987
+$582,241 QoQ
Shares Held
9,882
+16.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#508
of 1,227 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. STT ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
44,901 | $5,283,500 | |
| 2 | BLK |
BlackRock, Inc.
|
5,488 | $5,277,041 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
103,935 | $2,464,298 | |
| 4 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
64,990 | $1,699,488 | |
| 5 | STT |
State Street Corp
This page
|
9,882 | $1,675,987 | |
| 6 | APO |
Apollo Global Management, Inc.
|
12,053 | $1,425,990 | |
| 7 | ARCC |
Ares Capital Corp
|
75,075 | $1,391,139 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
121,264 | $1,255,082 |
All Filings in STT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,675,987 | 9,882 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,093,746 | 8,478 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $170,534 | 1,470 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $145,154 | 1,365 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $139,863 | 1,425 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $133,855 | 1,513 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $117,882 | 1,593 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $98,583 | 1,275 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $105,035 | 1,356 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $89,525 | 1,337 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $101,647 | 1,389 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $99,532 | 1,315 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $97,583 | 1,258 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $74,066 | 1,218 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $77,802 | 1,262 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $53,230 | 611 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $55,335 | 595 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $49,391 | 583 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $47,969 | 583 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $21,422 | 255 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $18,558 | 255 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $20,824 | 351 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $22,306 | 351 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $18,697 | 351 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||