Position in STT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$857,063
+$73,463 QoQ
Shares Held
15,987
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $9,597,356 across 4 Asset Management names. STT ranks #2 (8.9% of the industry book) .
No Holdings History
No holdings records found for this institution in STT.