Position in STT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$874,003
+$70,408 QoQ
Shares Held
16,303
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Powell Investment Advisors, LLC holds $4,275,440 across 12 Asset Management names. STT ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
16,303 | $874,003 | |
| 2 | BX |
Blackstone Inc.
|
6,800 | $800,156 | |
| 3 | BLK |
BlackRock, Inc.
|
708 | $680,784 | |
| 4 | FTF |
Franklin Ltd Duration Income Trust
|
60,337 | $349,351 | |
| 5 | APO |
Apollo Global Management, Inc.
|
2,897 | $342,744 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
6,551 | $279,007 | |
| 7 | HTD |
John Hancock Tax-Advantaged Dividend Income Fund
|
10,100 | $257,449 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
27,636 | $213,349 |
No Holdings History
No holdings records found for this institution in STT.