FSM Wealth Advisors, LLC

Position in STT — State Street Corp

CIK 1942548 CLEVELAND, OH

Position in STT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$212,678

New position

Shares Held

1,254

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#973

of 1,248 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $1,113,333 across 4 Asset Management names. STT ranks #4 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MAIN	Main Street Capital CORP	6,638	$344,379
2	BLK	BlackRock, Inc.	303	$291,352
3	AB	Alliancebernstein Holding L.P.	7,522	$264,924
4	STT	State Street Corp This page	1,254	$212,678

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,678	1,254	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.