Investment Research & Advisory Group, Inc.
Position in STT — State Street Corp
CIK 1802136
ATLANTA, GA
Position in STT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$50,761
+$8,565 QoQ
Shares Held
631
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026Investment Research & Advisory Group, Inc. holds $1,758,799 across 9 Asset Management names. STT ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
12,930 | $1,186,715 | |
| 2 | PFG |
Principal Financial Group Inc
|
2,636 | $284,108 | |
| 3 | BN |
BROOKFIELD Corp /ON/
|
3,375 | $143,741 | |
| 4 | IVZ |
Invesco Ltd.
|
1,333 | $60,571 | |
| 5 | STT |
State Street Corp
This page
|
631 | $50,761 | |
| 6 | ARES |
Ares Management Corp
|
261 | $29,051 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
200 | $1,750 | |
| 8 | BGR |
BlackRock Energy & Resources Trust
|
102 | $1,511 |
All Filings in STT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,761 | 146 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $18,351 | 145 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $18,577 | 144 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $16,589 | 143 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $15,100 | 142 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $12,713 | 142 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,937 | 142 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $12,562 | 142 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,508 | 142 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,979 | 142 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $10,999 | 142 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9,508 | 142 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $10,391 | 142 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,747 | 142 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $11,014 | 142 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,635 | 142 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $8,754 | 142 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||