Position in STT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$955,918
+$67,457 QoQ
Shares Held
17,831
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Lynx Investment Advisory holds $8,712,209 across 6 Asset Management names. STT ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
90,989 | $4,704,327 | |
| 2 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
55,505 | $1,091,228 | |
| 3 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
45,996 | $1,013,751 | |
| 4 | STT |
State Street Corp
This page
|
17,831 | $955,918 | |
| 5 | TROW |
Price T Rowe Group Inc
|
5,227 | $594,257 | |
| 6 | BEN |
Franklin Templeton Inc
|
10,602 | $352,728 |
All Filings in STT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $7,178 | 97 | Shares | Other | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||