Position in STT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,121,558
+$267,473 QoQ
Shares Held
72,073
+5.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Ethic Inc. holds $62,568,958 across 21 Asset Management names. STT ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
10,245 | $9,852,718 | |
| 2 | STT |
State Street Corp
This page
|
72,073 | $9,121,558 | |
| 3 | NTRS |
Northern Trust Corp
|
56,282 | $7,855,278 | |
| 4 | AMP |
Ameriprise Financial Inc
|
16,436 | $7,304,158 | |
| 5 | BX |
Blackstone Inc.
|
63,414 | $7,291,975 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,785 | $4,767,104 | |
| 7 | PFG |
Principal Financial Group Inc
|
40,083 | $3,611,879 | |
| 8 | RJF |
Raymond James Financial Inc
|
20,481 | $2,965,443 |
All Filings in STT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,121,558 | 72,073 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,854,085 | 68,631 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,192,968 | 62,003 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,693,741 | 44,139 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,160,100 | 46,466 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,029,057 | 41,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,975,334 | 33,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,547,080 | 34,420 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,600,348 | 33,631 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,933,720 | 37,874 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,370,852 | 35,407 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,183,544 | 29,838 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,288,260 | 30,232 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $830,619 | 10,708 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $986,094 | 16,216 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,869,967 | 30,332 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,681,814 | 30,783 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,543,085 | 27,345 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,847,150 | 21,803 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,425,418 | 17,324 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $847,072 | 10,083 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $411,134 | 5,649 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $327,501 | 5,520 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $263,605 | 4,148 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||