State Street Corp. (stt V5.35 Perp G)Preferred / convertible
13F holders, Q1 2025 (March 31)5holders +1
1new positions
0sold out
$22.54avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding State Street Corp. (stt V5.35 Perp G) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($3.8M), CSM Advisors, LLC ($454K) and Atlas Capital Advisors Inc. ($225K).
- Company
- State Street Corp. (stt V5.35 Perp G)
- CUSIP
- 857477855
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 166,389 shares bought, net +166,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| PNC Financial Services Group, Inc. | — | Add +11894.4% | 167,082 | $3.8M |
| CSM Advisors, LLC | — | No change | 20,100 | $454K |
| Atlas Capital Advisors Inc. | — | No change | 10,000 | $225K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 700 | $16K |
| ORG Partners LLC | — | No change | 11 | $248 |
"% of holder's portfolio" is STATE STREET CORP (STT V5.35 PERP G)'s weight in each manager's 13F, not the share of State Street Corp. (stt V5.35 Perp G) the manager owns.