Regent Peak Wealth Advisors LLC

Position in STT — State Street Corp

CIK 1803329 ATLANTA, GA

Position in STT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$334,960

+$86,270 QoQ

Shares Held

1,975

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#860

of 1,248 holders

Holding Since

Dec 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $5,424,308 across 4 Asset Management names. STT ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OWL	Blue Owl Capital Inc.	462,338	$4,045,457
2	APO	Apollo Global Management, Inc.	4,719	$558,304
3	BLK	BlackRock, Inc.	505	$485,587
4	STT	State Street Corp This page	1,975	$334,960

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,960	1,975	+0.5%	Shares	Sole	2026-07-10
2026-03-31	$248,690	1,965	+3.0%	Shares	Sole	2026-04-14
2025-12-31	$246,022	1,907	+3.2%	Shares	Sole	2026-01-08
2025-09-30	$214,270	1,847	+28.5%	Shares	Sole	2025-10-16
2020-12-31	$104,584	1,437	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.