Twin Peaks Wealth Advisors’s State Street STT Stock Holding History

Twin Peaks 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 Q1	$31K	Buy	+245	New	+$31.3K	0.01%	559
2025 Q3	–	Sell	-112	Closed	-$12.5K	–	1873
2025 Q2	$12.5K	Buy	+112	New	+$10.4K	﹤0.01%	813

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Twin Peaks Wealth Advisors's STT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street (STT) in Q1 2026: 245 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in STT as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in STT in Q2 2025 and has held it in 2 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Twin Peaks Wealth Advisors held 245 shares of State Street worth $31K as of Q1 2026.
State Street was a new Twin Peaks Wealth Advisors position in Q1 2026.
State Street made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #559 holding.
Twin Peaks Wealth Advisors first reported a position in State Street in Q2 2025 and has held it in 2 quarters since.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.