Position in STT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$261,353
New position
Shares Held
1,541
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#914
of 1,248 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026CATHY PARETO & ASSOCIATES, INC holds $573,332 across 2 Asset Management names. STT ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
23,980 | $311,979 | |
| 2 | STT |
State Street Corp
This page
|
1,541 | $261,353 |
All Filings in STT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,353 | 1,541 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||