Position in STT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,442
-$11,437 QoQ
Shares Held
4,056
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
6 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, 2026Axim Planning & Wealth holds $4,111,209 across 2 Asset Management names. STT ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HPF |
John Hancock Preferred Income Fund II
|
245,354 | $3,893,767 | |
| 2 | STT |
State Street Corp
This page
|
4,056 | $217,442 |
No Holdings History
No holdings records found for this institution in STT.