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Regent Peak Wealth Advisors’s State Street STT Stock Holding History

Regent Peak 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 		$335K Buy
1,975
+10
+0.5% +$1.54K 0.06% 136
2026
Q1 		$249K Buy
1,965
+58
+3% +$7.42K 0.05% 167
2025
Q4 		$246K Buy
1,907
+60
+3% +$7.18K 0.05% 160
2025
Q3 		$214K Buy
+1,847
New +$206K 0.04% 179
2021
Q1 		– Sell
-1,437
Closed -$105K – 866
2020
Q4 		$105K Buy
+1,437
New +$97.5K 0.04% 215

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Regent Peak Wealth Advisors's STT Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its State Street (STT) stake by 0.51% in Q2 2026, buying an estimated $1.54K and bringing the position to 1,975 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #136.

Regent Peak Wealth Advisors first reported a position in STT in Q4 2020 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,975 shares of State Street worth $335K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 10 State Street shares in Q2 2026, an estimated $1.54K.
  • State Street made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Regent Peak Wealth Advisors first reported a position in State Street in Q4 2020 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.