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Nvest Wealth Strategies, Inc.

Position in STT — State Street Corp

CIK 2106942 POWELL, OH

Position in STT

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$339
+$86 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,245
of 1,248 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $1,769 across 3 Asset Management names. STT ranks #3 (19.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 STT
State Street Corp
This page
2 $339

All Filings in STT

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $339 2
2026-03-31 $253 2