Position in STT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$286,284
New position
Shares Held
1,688
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#898
of 1,248 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Prosperity Consulting Group, LLC holds $16,931,277 across 17 Asset Management names. STT ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
774,470 | $7,597,550 | |
| 2 | ARES |
Ares Management Corp
|
26,913 | $2,995,686 | |
| 3 | BX |
Blackstone Inc.
|
10,860 | $1,277,896 | |
| 4 | BLK |
BlackRock, Inc.
|
1,205 | $1,158,679 | |
| 5 | PFG |
Principal Financial Group Inc
|
8,133 | $876,574 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
24,141 | $384,566 | |
| 7 | ARCC |
Ares Capital Corp
|
17,559 | $325,368 | |
| 8 | STT |
State Street Corp
This page
|
1,688 | $286,284 |
All Filings in STT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,284 | 1,688 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||