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State Street Corporation shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

All positions including State Street Corporation held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in State Street Corporation by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 53k 129.01

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Lumentum Hldgs (LITE)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Etf Ser Solutions Defiance Quantum (QTUM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Johnson & Johnson (JNJ)
Merck & Co (MRK)

View all positions for Beacon Harbor Wealth Advisors

Top funds holding State Street Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Regents of the University of California
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Harris Associates L.P
Dodge & Cox
Victory Capital Management
Hotchkis and Wiley Capital Management
LSV Asset Management
Franklin Resources
Northern Trust

View all funds holding State Street Corporation