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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-245
Closed -$31K 1945
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

Twin Peaks Wealth Advisors's STT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street (STT) in Q2 2026, closing a stake of 245 shares — an estimated $31K sold.

Twin Peaks Wealth Advisors first reported a position in STT in Q2 2025 and held it in 2 quarters. The position peaked at $31K in Q1 2026. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining State Street position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 245 State Street shares in Q2 2026, an estimated $31K.
  • Twin Peaks Wealth Advisors first reported a position in State Street in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's State Street position peaked at $31K in Q1 2026.
  • 1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.