Position in STT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$423,321
-$511,775 QoQ
Shares Held
2,496
-83.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#810
of 1,264 holders
Holding Since
Mar 2022
18 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $6,216,762 across 13 Asset Management names. STT ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
11,922 | $1,402,861 | |
| 2 | BLK |
BlackRock, Inc.
|
1,358 | $1,305,798 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,262 | $622,547 | |
| 4 | STT |
State Street Corp
This page
|
2,496 | $423,321 | |
| 5 | ARES |
Ares Management Corp
|
3,245 | $361,200 | |
| 6 | BEN |
Franklin Resources Inc
|
10,747 | $357,552 | |
| 7 | TRIN |
Trinity Capital Inc.
|
18,553 | $331,913 | |
| 8 | ARCC |
Ares Capital Corp
|
16,465 | $305,096 |
All Filings in STT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,321 | 2,496 | Shares | Sole | 2026-07-28 | |
| 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. | ||||||