Skip to main content
Equibles

KFA Private Wealth Group, LLC

Position in STT — State Street Corp

CIK 1800556 Tysons, VA
Back to STT Full portfolio

Position in STT

as of Sep 30, 2026 · filed Oct 7, 2026
Position Value
$0
-$711,833 QoQ
Shares Held
13,041
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Sep 30, 2026

KFA Private Wealth Group, LLC holds $956,368 across 4 Asset Management names. STT ranks #4 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CHI
Calamos Convertible Opportunities & Income Fund
 48,498 $554,332
2 IVZ
Invesco Ltd.
 4,858 $251,817
3 DSU
Blackrock Debt Strategies Fund, Inc.
 16,691 $150,219
4 STT
State Street Corp
This page 		13,041 $0

No Holdings History

No holdings records found for this institution in STT.