Evelyn Partners Investment Management Services Ltd
Position in STT — State Street Corp
CIK 2065205
London, X0
Position in STT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,132
-$796 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management Services Ltd holds $10,377,214 across 5 Asset Management names. STT ranks #3 (0.4% of the industry book) .
All Filings in STT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,132 | 325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,928 | 325 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $38,283 | 330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,282 | 360 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $32,230 | 360 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $35,334 | 360 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||