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State Street Corporation shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

All positions including State Street Corporation held by Regent Peak 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 Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $214k 1.8k 116.01
2020-12-31 $105k 1.4k 73.07

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Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Eafe Etf Etf (IEFA)
Apple Stock (AAPL)
Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Growth Etf Etf (VUG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Regent Peak Wealth Advisors

Top funds holding State Street Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Jpmorgan Chase & Co
Invesco
Harris Associates L.P
Geode Capital Management
Dodge & Cox
Morgan Stanley
Hotchkis and Wiley Capital Management
LSV Asset Management
Metropolis Capital
Northern Trust
Franklin Resources

View all funds holding State Street Corporation