Evolution Wealth Advisors, LLC

Position in STT — State Street Corp

CIK 1763121 AVENTURA, FL

Position in STT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$36,254,673

+$3,340,781 QoQ

Shares Held

676,267

+1.4% QoQ

Ownership

0.246%

of shares outstanding

% of Portfolio

4.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Financial Services · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $47,948,095 across 4 Asset Management names. STT ranks #1 (75.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp This page	676,267	$36,254,673
2	IVZ	Invesco Ltd.	470,496	$11,437,757
3	BMEZ	BlackRock Health Sciences Term Trust	14,240	$218,584
4	NRO	Neuberger Real Estate Securities Income Fund Inc	12,238	$37,081

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2021-09-30	$3,049	36	0.0%	Shares	Sole	2021-11-09
2021-06-30	$2,962	36	0.0%	Shares	Sole	2021-07-22
2021-03-31	$3,024	36	0.0%	Shares	Sole	2021-04-20
2020-12-31	$2,620	36	0.0%	Shares	Sole	2021-02-02
2020-09-30	$2,135	36	0.0%	Shares	Sole	2020-10-15
2020-06-30	$2,287	36	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.