Position in STT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$135,680
+$34,432 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,024
of 1,264 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $3,557,928 across 17 Asset Management names. STT ranks #2 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
19,124 | $2,907,421 | |
| 2 | STT |
State Street Corp
This page
|
800 | $135,680 | |
| 3 | BX |
Blackstone Inc.
|
640 | $75,308 | |
| 4 | AMP |
Ameriprise Financial Inc
|
137 | $62,850 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
2,756 | $50,903 | |
| 6 | APO |
Apollo Global Management, Inc.
|
372 | $44,011 | |
| 7 | OWL |
Blue Owl Capital Inc.
|
4,795 | $41,956 | |
| 8 | KF |
Korea Fund Inc
|
500 | $37,605 |
All Filings in STT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,680 | 800 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $101,248 | 800 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $103,208 | 800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $92,808 | 800 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $85,072 | 800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $71,624 | 800 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $78,520 | 800 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $70,776 | 800 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $59,200 | 800 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $61,856 | 800 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $61,968 | 800 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $53,568 | 800 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $58,544 | 800 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $60,552 | 800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $62,056 | 800 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $48,648 | 800 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $49,320 | 800 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $69,696 | 800 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $74,400 | 800 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $67,776 | 800 | Shares | Sole | 2021-11-17 | |
| No filing history on record for this holder in this stock. | ||||||