Position in STT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$300,531
+$92,720 QoQ
Shares Held
1,772
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#883
of 1,248 holders
Holding Since
Mar 2026
2 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, 2026Tower Wealth Partners, Inc. holds $850,321 across 2 Asset Management names. STT ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TY |
TRI-CONTINENTAL Corp
|
15,973 | $549,790 | |
| 2 | STT |
State Street Corp
This page
|
1,772 | $300,531 |
All Filings in STT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,531 | 1,772 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $207,811 | 1,642 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||