CATALYST FINANCIAL PARTNERS LLC STT — STATE STR CORP

Ownership history in CATALYST FINANCIAL PARTNERS LLC  ·  4 quarters on record

AI Ownership Summary

CATALYST FINANCIAL PARTNERS LLC reported STATE STR CORP (STT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 30.68% in 2025 Q2. The latest visible filing shows STT at 3.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CATALYST FINANCIAL PARTNERS LLC's position in STATE STR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

STT was reported at 3.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
30.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STT stock page CATALYST FINANCIAL PARTNERS LLC fund profile CATALYST FINANCIAL PARTNERS LLC full holdings
How CATALYST FINANCIAL PARTNERS LLC held STT — position size vs. price
% of Fund (quarterly)    STT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 227,089 -815,889 -78.2% 3.39% $28.7M 2026-05-12 $150.45
2025 Q4 ADDED — — — 1,042,978 +20 +0.0% 15.01% $134.6M 2026-02-04 $131.15
2025 Q3 REDUCED 60.5% +14.3% ❌ 1,042,958 -1,600,463 -60.5% 14.59% $121.0M 2025-11-12 $119.52
2025 Q2 INITIATED — — — 2,643,421 — — 30.68% $281.1M 2025-08-14 $111.30

🏢 Other funds also holding STT

As of 2026 Q1 — sorted by position size

REGENTS OF THE UNIVERSITY OF CALIFORNIA 3Y 7Y 44.93% Metropolis Capital Ltd 3Y 7Y 9.63% Clear Point Advisors Inc. 8.71% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 3.42% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 3.09% Verity & Verity, LLC 3Y 7Y 2.76% Prana Capital Management, LP 3Y 7Y 2.61% Walsky Investment Management, Inc. 2.6% apricus wealth, LLC 3Y 2.42% GODSEY & GIBB, INC 3Y 7Y 2.38%

FAQ About CATALYST FINANCIAL PARTNERS LLC and STT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CATALYST FINANCIAL PARTNERS LLC reported owning STT?

CATALYST FINANCIAL PARTNERS LLC reported STT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported STT position in CATALYST FINANCIAL PARTNERS LLC's portfolio?

The largest reported portfolio weight for STT was 30.68% in 2025 Q2.

What is the latest reported STT position on this page?

The most recent filing on this page is 2026 Q1, when CATALYST FINANCIAL PARTNERS LLC reported 227,089 shares, equal to 3.39% of portfolio, with an estimated market value of $28.7M.

What does the chart on this STT ownership page compare?

The chart compares CATALYST FINANCIAL PARTNERS LLC's quarterly STT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CATALYST FINANCIAL PARTNERS LLC time their STT position?

Based on 13F filing dates vs. subsequent STT price moves, CATALYST FINANCIAL PARTNERS LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on STT relative to SPY over the holding period was +23.7%.

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