Evelyn Partners Investment Management LLP
Position in STT — State Street Corp
CIK 2065206
London, X0
Position in STT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$309,439
-$5,990 QoQ
Shares Held
2,445
0.0% QoQ
Ownership
0.001%
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.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 LLP holds $60,009,179 across 12 Asset Management names. STT ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
797,590 | $38,060,994 | |
| 2 | BX |
Blackstone Inc.
|
126,850 | $14,586,481 | |
| 3 | BUR |
Burford Capital Ltd
|
1,051,903 | $4,754,601 | |
| 4 | BLK |
BlackRock, Inc.
|
1,007 | $968,441 | |
| 5 | NTRS |
Northern Trust Corp
|
4,590 | $640,626 | |
| 6 | KKR |
KKR & Co. Inc.
|
4,640 | $429,200 | |
| 7 | STT |
State Street Corp
This page
|
2,445 | $309,439 | |
| 8 | GAM |
General American Investors Co Inc
|
2,125 | $124,248 |
All Filings in STT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,439 | 2,445 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $315,429 | 2,445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $284,804 | 2,455 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $261,064 | 2,455 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $219,796 | 2,455 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $240,958 | 2,455 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||