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Equibles

Kingsview Wealth Management, LLC

Position in STT — State Street Corp

CIK 1791965 GRANTS PASS, OR
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$24,067,548
+$2,855,683 QoQ
Shares Held
423,760
+2.7% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 59% Shared 0% None 41%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Derivatives in STT

reported options exposure · as of Mar 31, 2021
CallValue
$0
CallShares
0
PutValue
$2,000
PutShares
1,400

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $239,925,320 across 59 Asset Management names. STT ranks #2 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 901,355 $113,304,153
2 STT
State Street Corp
This page 		423,760 $24,067,548
3 PSLV
Sprott Physical Silver Trust
 972,794 $18,356,622
4 PHYS
Sprott Physical Gold Trust
 578,626 $17,457,146
5 BLK
BlackRock, Inc.
 41,803 $10,775,499
6 NSLR
Neostellar Capital Corp.
 564,301 $7,076,334
7 AMP
Ameriprise Financial Inc
 13,090 $6,005,167
8 APO
Apollo Global Management, Inc.
 42,344 $5,009,718

All Filings in STT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,973,635 11,637
2026-03-31 $1,385,072 10,944
2025-12-31 $572,675 4,439
2025-09-30 $510,908 4,404
2025-06-30 $264,361 2,486
2025-03-31 $215,946 2,412
2024-12-31 $261,766 2,667
2024-09-30 $217,282 2,456