Position in STT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$296,150
+$7,942 QoQ
Shares Held
2,340
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 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 Mar 31, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,416,237 across 13 Asset Management names. STT ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,076 | $1,503,609 | |
| 2 | BLK |
BlackRock, Inc.
|
1,219 | $1,172,324 | |
| 3 | ARES |
Ares Management Corp
|
9,308 | $1,015,502 | |
| 4 | APO |
Apollo Global Management, Inc.
|
4,893 | $545,178 | |
| 5 | STT |
State Street Corp
This page
|
2,340 | $296,150 | |
| 6 | ARCC |
Ares Capital Corp
|
16,000 | $288,320 | |
| 7 | TSLX |
Sixth Street Specialty Lending, Inc.
|
15,000 | $275,700 | |
| 8 | TRIN |
Trinity Capital Inc.
|
18,553 | $272,914 |
All Filings in STT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $296,150 | 2,340 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $288,208 | 2,234 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $253,481 | 2,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $227,461 | 2,139 | Shares | Sole | 2025-07-29 | |
| 2022-03-31 | $213,705 | 2,453 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||