Pacific Excel Wealth Advisors’s State Street STT Stock Holding History

Pacific Excel Wealth Advisors’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$987K	Buy	+5,819	New	+$897K	0.38%	60

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Excel Wealth Advisors's STT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in State Street (STT) in Q2 2026: 5,819 shares worth $987K. The stake represents 0.38% of the portfolio and ranks #60 among its holdings.

1,253 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Pacific Excel Wealth Advisors held 5,819 shares of State Street worth $987K as of Q2 2026.
State Street was a new Pacific Excel Wealth Advisors position in Q2 2026.
State Street made up 0.38% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #60 holding.
1,253 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.