Abacus Wealth Partners, LLC

Position in STT — State Street Corp

CIK 1978011 SANTA MONICA, CA

Position in STT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$777,616

-$534,431 QoQ

Shares Held

4,585

-55.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#665

of 1,248 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abacus Wealth Partners, LLC holds $1,506,038 across 3 Asset Management names. STT ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp This page	4,585	$777,616
2	AAMI	Acadian Asset Management Inc.	6,308	$451,148
3	NTRS	Northern Trust Corp	1,595	$277,274

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$777,616	4,585	-55.8%	Shares	Sole	2026-07-22
2026-03-31	$1,312,047	10,367	-1.5%	Shares	Sole	2026-04-24
2025-12-31	$1,357,701	10,524	—	Shares	Sole	2026-02-05
No filing history on record for this holder in this stock.