Position in STT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$337,334
+$85,227 QoQ
Shares Held
1,989
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#856
of 1,248 holders
Holding Since
Sep 2025
4 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, 2026CFS Investment Advisory Services, LLC holds $1,423,404 across 4 Asset Management names. STT ranks #2 (23.7% of the industry book) .
All Filings in STT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,334 | 1,989 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $252,107 | 1,992 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $251,053 | 1,946 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $219,026 | 1,888 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||