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Equibles

SOA Wealth Advisors, LLC.

Position in STT — State Street Corp

CIK 1849444 NEW YORK, NY
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$879,212
+$56,533 QoQ
Shares Held
16,398
-1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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, 2026

SOA Wealth Advisors, LLC. holds $7,786,690 across 56 Asset Management names. STT ranks #2 (11.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 9,686 $4,443,549
2 STT
State Street Corp
This page 		16,398 $879,212
3 IVZ
Invesco Ltd.
 17,827 $493,171
4 BX
Blackstone Inc.
 3,207 $377,367
5 AWF
Alliancebernstein Global High Income Fund Inc
 20,870 $214,961
6 BLK
BlackRock, Inc.
 6,457 $175,159
7 APO
Apollo Global Management, Inc.
 1,397 $165,279
8 MAIN
Main Street Capital CORP
 2,923 $151,645

All Filings in STT

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $169 1
2026-03-31 $126 1
2025-12-31 $129 1
2025-09-30 $116 1
2025-06-30 $106 1
2025-03-31 $89 1
2024-12-31 $98 1
2024-09-30 $88 1
2024-06-30 $74 1
2024-03-31 $77 1
2023-12-31 $77 1
2023-09-30 $736 11
2023-06-30 $804 11
2023-03-31 $832 11
2022-12-31 $853 11
2022-09-30 $668 11
2022-06-30 $739 12
2022-03-31 $1,306 15
2021-12-31 $1,395 15
2021-09-30 $1,270 15
2021-06-30 $1,151 14
2021-03-31 $336 4
2020-12-31 $145 2