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Equibles

Key Financial Inc

Position in STT — State Street Corp

CIK 1801720 WEST CHESTER, PA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,053,445
+$199,514 QoQ
Shares Held
14,741
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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

Key Financial Inc holds $6,350,734 across 57 Asset Management names. STT ranks #3 (16.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 27,809 $2,589,042
2 BX
Blackstone Inc.
 9,559 $1,124,807
3 STT
State Street Corp
This page 		14,741 $1,053,445
4 BLK
BlackRock, Inc.
 4,963 $548,709
5 TROW
Price T Rowe Group Inc
 1,345 $152,913
6 APO
Apollo Global Management, Inc.
 967 $114,405
7 EMF
Templeton Emerging Markets Fund
 4,736 $109,969
8 BTT
BlackRock Municipal 2030 Target Term Trust
 3,878 $88,224

All Filings in STT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $384,822 2,269
2026-03-31 $287,164 2,269
2025-12-31 $293,368 2,274
2025-09-30 $263,806 2,274
2025-06-30 $242,029 2,276
2025-03-31 $203,770 2,276
2024-12-31 $223,389 2,276
2024-09-30 $201,357 2,276
2024-06-30 $167,906 2,269
2024-03-31 $175,439 2,269
2023-12-31 $175,756 2,269
2023-09-30 $151,932 2,269
2023-06-30 $166,045 2,269
2023-03-31 $171,740 2,269
2022-12-31 $176,006 2,269
2022-09-30 $137,977 2,269
2022-06-30 $139,883 2,269
2022-03-31 $197,675 2,269
2021-12-31 $211,017 2,269
2021-09-30 $192,229 2,269
2021-06-30 $262,390 3,189
2021-03-31 $190,618 2,269
2020-12-31 $165,137 2,269
2020-03-31 $120,869 2,269