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CAPTRUST FINANCIAL ADVISORS: STT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on STT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 26,088 STT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,088 shares
    Change vs previous 13F -19,823 shares

    0.01% of the 13F portfolio, value $4,424,531.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 45,911 shares
    Change vs previous 13F +20,101 shares

    0.01% of the 13F portfolio, value $5,810,323.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,810 shares
    Change vs previous 13F +5,031 shares

    0.01% of the 13F portfolio, value $3,329,778.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,779 shares
    Change vs previous 13F -124 shares

    <0.01% of the 13F portfolio, value $2,410,538.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,903 shares
    Change vs previous 13F +1,132 shares

    <0.01% of the 13F portfolio, value $2,222,848.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,771 shares
    Change vs previous 13F +2,420 shares

    <0.01% of the 13F portfolio, value $1,770,131.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,351 shares
    Change vs previous 13F -165 shares

    <0.01% of the 13F portfolio, value $1,702,971.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,549,641.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).