Elevated Financial Group LLC

Position in STT — State Street Corp

CIK 2063915 INDIANAPOLIS, IN

Position in STT

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

Position Value

$271,699

+$30,982 QoQ

Shares Held

1,602

-15.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#905

of 1,248 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Elevated Financial Group LLC holds $1,216,200 across 3 Asset Management names. STT ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	725	$697,131
2	STT	State Street Corp This page	1,602	$271,699
3	AMG	Affiliated Managers Group, Inc.	731	$247,370

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,699	1,602	-15.8%	Shares	Sole	2026-07-22
2026-03-31	$240,717	1,902	-10.2%	Shares	Sole	2026-05-11
2025-12-31	$273,114	2,117	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.