Position in STT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$238,028
+$30,131 QoQ
Shares Held
4,440
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026Bernardo Wealth Planning LLC holds $6,985,955 across 4 Asset Management names. STT ranks #3 (3.4% of the industry book) .
No Holdings History
No holdings records found for this institution in STT.