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Equibles

Bare Financial Services, Inc

Position in STT — State Street Corp

CIK 2009426 GAP, PA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$72,026
+$11,311 QoQ
Shares Held
1,257
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Bare Financial Services, Inc holds $237,683 across 31 Asset Management names. STT ranks #1 (30.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
This page 		1,257 $72,026
2 NMZ
Nuveen Municipal High Income Opportunity Fund
 2,173 $22,968
3 BN
BROOKFIELD Corp /ON/
 514 $21,891
4 VCTR
Victory Capital Holdings, Inc.
 157 $13,196
5 MQY
Blackrock Muniyield Quality Fund, Inc.
 1,055 $12,238
6 HASI
HA Sustainable Infrastructure Capital, Inc.
 289 $11,284
7 APAM
Artisan Partners Asset Management Inc.
 291 $10,047
8 BX
Blackstone Inc.
 78 $9,177

All Filings in STT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,783 40
2026-03-31 $632 5