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Equibles

SteelPeak Wealth, LLC

Position in STT — State Street Corp

CIK 1801868 WOODLAND HILLS, CA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$2,281,427
-$6,720,797 QoQ
Shares Held
42,556
-76.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 16% Shared 0% None 84%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Derivatives in STT

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$62,671
PutShares
700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

SteelPeak Wealth, LLC holds $26,636,486 across 12 Asset Management names. STT ranks #3 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ISD
PGIM High Yield Bond Fund, Inc.
 804,218 $10,503,087
2 IVZ
Invesco Ltd.
 134,587 $8,996,554
3 STT
State Street Corp
This page 		42,556 $2,281,427
4 BX
Blackstone Inc.
 12,086 $1,422,159
5 BEN
Franklin Templeton Inc
 33,050 $1,099,573
6 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 42,685 $635,152
7 STK
Columbia Seligman Premium Technology Growth Fund, Inc.
 8,328 $448,629
8 KKR
KKR & Co. Inc.
 3,332 $305,810

All Filings in STT

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2025-03-31 $2,086,407 23,304
2025-03-31 $62,671 700
2024-09-30 $3,473,951 39,267
2022-12-31 $293,059 3,778
2022-09-30 $229,740 3,778
2022-06-30 $232,913 3,778