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State Street Corporation shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

All positions including State Street Corporation held by Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $987k 5.8k 169.60

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding State Street Corporation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Regents of the University of California
Invesco
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Franklin Resources
Hotchkis and Wiley Capital Management
LSV Asset Management
Northern Trust
CIBC World Markets

View all funds holding State Street Corporation