Pacific Excel Wealth Advisors, Inc.
Position in STT — State Street Corp
CIK 2110884
WALNUT CREEK, CA
Position in STT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$986,902
New position
Shares Held
5,819
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#608
of 1,248 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $1,094,815 across 2 Asset Management names. STT ranks #1 (90.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
5,819 | $986,902 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
21,626 | $107,913 |
All Filings in STT
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $986,902 | 5,819 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||