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Equibles

LM Advisors LLC

Position in STT — State Street Corp

CIK 2011314 SAN DIEGO, CA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,137,850
+$4,037,662 QoQ
Shares Held
72,128
+3066.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.52%
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

LM Advisors LLC holds $28,761,881 across 16 Asset Management names. STT ranks #1 (14.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
This page 		72,128 $4,137,850
2 NAC
Nuveen California Quality Municipal Income Fund
 334,729 $4,056,915
3 NAD
Nuveen Quality Municipal Income Fund
 300,845 $3,646,241
4 IVZ
Invesco Ltd.
 61,534 $3,296,948
5 PSUS
Pershing Square USA, Ltd.
 63,950 $2,390,451
6 OBDC
Blue Owl Capital Corp
 174,217 $1,893,738
7 MHD
Blackrock Muniholdings Fund, Inc.
 154,456 $1,838,026
8 BX
Blackstone Inc.
 15,549 $1,829,650

All Filings in STT

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $396,355 2,337
2026-03-31 $2,337 296
2025-12-31 $2,333 301
2025-09-30 $270,303 2,330
2025-06-30 $247,772 2,330
2025-03-31 $209,052 2,335
2024-12-31 $228,689 2,330
2024-09-30 $206,135 2,330
2024-03-31 $214,717 2,777
2023-12-31 $215,106 2,777