Position in STT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$347,017
+$78,988 QoQ
Shares Held
6,473
+19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $1,711,031 across 6 Asset Management names. STT ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
47,047 | $517,046 | |
| 2 | STT |
State Street Corp
This page
|
6,473 | $347,017 | |
| 3 | NAC |
Nuveen California Quality Municipal Income Fund
|
23,997 | $290,843 | |
| 4 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
20,600 | $258,118 | |
| 5 | OCSL |
Oaktree Specialty Lending Corp
|
16,282 | $194,407 | |
| 6 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
16,873 | $103,600 |
No Holdings History
No holdings records found for this institution in STT.