Brown Miller Wealth Management, LLC

Position in STT — State Street Corp

CIK 1840084 MCLEAN, VA

Position in STT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$538,480

+$136,652 QoQ

Shares Held

3,175

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#744

of 1,248 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Brown Miller Wealth Management, LLC holds $7,831,822 across 6 Asset Management names. STT ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,234	$3,109,684
2	ARCC	Ares Capital Corp	102,473	$1,898,823
3	BX	Blackstone Inc.	12,207	$1,436,396
4	STT	State Street Corp This page	3,175	$538,480
5	NTRS	Northern Trust Corp	2,812	$488,838
6	TROW	Price T Rowe Group Inc	3,163	$359,601

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,480	3,175	0.0%	Shares	Sole	2026-07-16
2026-03-31	$401,828	3,175	0.0%	Shares	Sole	2026-04-23
2025-12-31	$409,606	3,175	-2.1%	Shares	Sole	2026-01-23
2025-09-30	$376,220	3,243	0.0%	Shares	Sole	2025-10-21
2025-06-30	$344,860	3,243	0.0%	Shares	Sole	2025-07-22
2025-03-31	$290,345	3,243	0.0%	Shares	Sole	2025-04-17
2024-12-31	$318,300	3,243	-10.8%	Shares	Sole	2025-02-10
2022-09-30	$221,044	3,635	0.0%	Shares	Sole	2022-10-11
2022-06-30	$224,097	3,635	0.0%	Shares	Sole	2022-07-18
2022-03-31	$316,681	3,635	0.0%	Shares	Sole	2022-04-14
2021-12-31	$338,055	3,635	0.0%	Shares	Sole	2022-01-25
2021-09-30	$307,957	3,635	0.0%	Shares	Sole	2021-10-20
2021-06-30	$299,087	3,635	0.0%	Shares	Sole	2021-07-26
2021-03-31	$305,376	3,635	0.0%	Shares	Sole	2021-04-21
2020-12-31	$264,555	3,635	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.