Position in STT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,059,961
+$609,078 QoQ
Shares Held
12,146
+5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#472
of 1,248 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $8,532,950 across 12 Asset Management names. STT ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
12,146 | $2,059,961 | |
| 2 | NTRS |
Northern Trust Corp
|
9,613 | $1,671,123 | |
| 3 | BLK |
BlackRock, Inc.
|
1,491 | $1,433,685 | |
| 4 | 12,948 | $672,648 | |||
| 5 | APO |
Apollo Global Management, Inc.
|
3,995 | $472,648 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,608 | $422,922 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,333 | $354,685 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
7,653 | $325,941 |
All Filings in STT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,059,961 | 12,146 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,450,883 | 11,464 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,471,746 | 11,408 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,196,991 | 10,318 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $281,481 | 2,647 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $209,768 | 2,343 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $237,523 | 2,420 | Shares | Sole | 2025-01-15 | |
| 2022-03-31 | $491,000 | 42,775 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||