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Equibles

Zhang Financial LLC

Position in STT — State Street Corp

CIK 1776290 PORTAGE, MI
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$556,966
-$1,671,135 QoQ
Shares Held
3,284
-91.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#746
of 1,267 holders
Holding Since
Dec 2020
23 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, 2026

Zhang Financial LLC holds $10,784,791 across 9 Asset Management names. STT ranks #6 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 8,317 $3,815,506
2 APO
Apollo Global Management, Inc.
 15,352 $1,816,295
3 BLK
BlackRock, Inc.
 1,298 $1,248,104
4 BX
Blackstone Inc.
 10,028 $1,179,994
5 KKR
KKR & Co. Inc.
 12,740 $1,169,277
6 STT
State Street Corp
This page 		3,284 $556,966
7 CG
Carlyle Group Inc.
 12,734 $536,228
8 ARES
Ares Management Corp
 2,705 $301,093

All Filings in STT

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $556,966 3,284
2026-03-31 $410,940 3,247
2025-12-31 $418,895 3,247
2025-09-30 $376,684 3,247
2025-06-30 $345,285 3,247
2025-03-31 $290,703 3,247
2024-12-31 $318,693 3,247
2024-09-30 $287,262 3,247
2024-06-30 $240,278 3,247
2024-03-31 $251,058 3,247
2023-12-31 $251,512 3,247
2023-09-30 $212,464 3,173
2023-06-30 $232,200 3,173
2023-03-31 $238,499 3,151
2022-12-31 $244,423 3,151
2022-03-31 $275,386 3,161
2021-12-31 $283,743 3,051
2021-09-30 $257,633 3,041
2021-06-30 $250,213 3,041
2021-03-31 $255,474 3,041
2020-12-31 $478,528 6,575