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Sarver Vrooman Wealth Advisors

Position in STT — State Street Corp

CIK 2076215 KANSAS CITY, MO

Position in STT

as of Jun 30, 2026 · filed Jul 2, 2026
Position Value
$55,798
+$11,123 QoQ
Shares Held
329
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,058
of 1,248 holders
Holding Since
Jun 2025
4 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 Jun 30, 2026

Sarver Vrooman Wealth Advisors holds $167,903 across 3 Asset Management names. STT ranks #2 (33.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 STT
State Street Corp
This page
329 $55,798

All Filings in STT

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $55,798 329
2026-03-31 $44,675 353
2025-09-30 $84,107 725
2025-06-30 $77,096 725