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Equibles

CVA Family Office, LLC

Family Office

Position in STT — State Street Corp

CIK 1802084 DENVER, CO
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$136,358
+$42,957 QoQ
Shares Held
804
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,026
of 1,267 holders
Holding Since
Mar 2020
25 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

CVA Family Office, LLC holds $2,139,708 across 34 Asset Management names. STT ranks #7 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 362 $348,084
2 NTRS
Northern Trust Corp
 1,525 $265,106
3 AMP
Ameriprise Financial Inc
 505 $231,673
4 BX
Blackstone Inc.
 1,629 $191,684
5 PFG
Principal Financial Group Inc
 1,302 $140,329
6 TROW
Price T Rowe Group Inc
 1,202 $136,655
7 STT
State Street Corp
This page 		804 $136,358
8 RJF
Raymond James Financial Inc
 733 $111,437

All Filings in STT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $136,358 804
2026-03-31 $93,401 738
2025-12-31 $71,600 555
2025-09-30 $64,385 555
2025-06-30 $59,550 560
2025-03-31 $34,379 384
2024-12-31 $45,639 465
2024-09-30 $33,441 378
2024-06-30 $26,788 362
2024-03-31 $27,989 362
2023-12-31 $27,498 355
2023-06-30 $56,714 775
2023-03-31 $61,687 815
2022-12-31 $62,443 805
2022-09-30 $55,945 920
2022-06-30 $48,703 790
2022-03-31 $77,972 895
2021-12-31 $38,130 410
2021-09-30 $9,912 117
2021-06-30 $36,614 445
2021-03-31 $32,343 385
2020-09-30 $6,941 117
2020-06-30 $7,435 117
2020-03-31 $6,232 117