Position in STT
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$840,611
+$2,305 QoQ
Shares Held
6,642
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wedmont Private Capital holds $12,735,581 across 19 Asset Management names. STT ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,459 | $2,364,844 | |
| 2 | AMP |
Ameriprise Financial Inc
|
3,490 | $1,550,956 | |
| 3 | RJF |
Raymond James Financial Inc
|
10,354 | $1,499,155 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
37,846 | $1,341,262 | |
| 5 | BX |
Blackstone Inc.
|
7,648 | $879,443 | |
| 6 | STT |
State Street Corp
This page
|
6,642 | $840,611 | |
| 7 | ARCC |
Ares Capital Corp
|
37,331 | $672,704 | |
| 8 | APO |
Apollo Global Management, Inc.
|
5,374 | $598,771 |
All Filings in STT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $840,611 | 6,642 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $838,306 | 6,498 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $743,972 | 6,413 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $681,320 | 6,407 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $573,887 | 6,410 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $603,818 | 6,152 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $524,980 | 5,934 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $395,086 | 5,339 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $461,987 | 5,975 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $458,718 | 5,922 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $396,202 | 5,917 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $467,400 | 6,387 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $546,557 | 7,221 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $592,945 | 7,644 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $237,767 | 3,910 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $321,504 | 5,215 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||