Position in STT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$748,985
+$127,812 QoQ
Shares Held
13,971
+11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Meridian Wealth Advisors, LLC holds $6,575,858 across 7 Asset Management names. STT ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
85,722 | $1,762,444 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,383 | $1,426,497 | |
| 3 | BLK |
BlackRock, Inc.
|
987 | $949,059 | |
| 4 | BX |
Blackstone Inc.
|
6,840 | $804,862 | |
| 5 | STT |
State Street Corp
This page
|
13,971 | $748,985 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $708,059 | |
| 7 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
17,936 | $175,952 |
No Holdings History
No holdings records found for this institution in STT.