Position in STT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,745,407
+$451,245 QoQ
Shares Held
36,269
+0.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $28,266,511 across 28 Asset Management names. STT ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
74,786 | $9,905,131 | |
| 2 | STT |
State Street Corp
This page
|
36,269 | $2,745,407 | |
| 3 | BLK |
BlackRock, Inc.
|
2,506 | $2,409,669 | |
| 4 | AMP |
Ameriprise Financial Inc
|
3,574 | $1,639,608 | |
| 5 | RJF |
Raymond James Financial Inc
|
10,764 | $1,636,450 | |
| 6 | BX |
Blackstone Inc.
|
12,717 | $1,496,409 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
37,846 | $1,141,813 | |
| 8 | MAIN |
Main Street Capital CORP
|
16,928 | $878,224 |
All Filings in STT
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,171,257 | 6,906 | Shares | Sole | 2026-07-13 | |
| 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. | ||||||