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Destination Wealth Management

Position in STT — State Street Corp

CIK 1278573 WALNUT CREEK, CA

Position in STT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$213,865
New position
Shares Held
1,261
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#971
of 1,248 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 87% Shared 0% None 13%

Position in Asset Management

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $27,121,422 across 6 Asset Management names. STT ranks #6 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 STT
State Street Corp
This page
1,261 $213,865

All Filings in STT

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $213,865 1,261