Back to STT-PG
Regent Peak Wealth Advisors LLC → STT-PG
Regent Peak Wealth Advisors LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
35
Latest value
$357K
Q3 2026
Peak value
$23.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $575K |
| Q3 2025 | $532K |
| Q3 2025 | $233K |
| Q3 2025 | $1M |
| Q3 2025 | $214K |
| Q4 2025 | $13.3M |
| Q4 2025 | $1.1M |
| Q4 2025 | $595K |
| Q4 2025 | $471K |
| Q4 2025 | $237K |
| Q4 2025 | $1M |
| Q4 2025 | $246K |
| Q1 2026 | $22.2M |
| Q1 2026 | $958K |
| Q1 2026 | $495K |
| Q1 2026 | $430K |
| Q1 2026 | $214K |
| Q1 2026 | $967K |
| Q1 2026 | $249K |
| Q2 2026 | $23.4M |
| Q2 2026 | $1.8M |
| Q2 2026 | $489K |
| Q2 2026 | $463K |
| Q2 2026 | $232K |
| Q2 2026 | $1.1M |
| Q2 2026 | $335K |
| Q3 2026 | $23.9M |
| Q3 2026 | $1.6M |
| Q3 2026 | $520K |
| Q3 2026 | $429K |
| Q3 2026 | $231K |
| Q3 2026 | $1.1M |
| Q3 2026 | $357K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $357K | 2.0K | — | — |
| Q3 2026 | $1.1M | 5.8K | — | — |
| Q3 2026 | $231K | 4.3K | — | — |
| Q3 2026 | $429K | 3.9K | — | — |
| Q3 2026 | $520K | 3.1K | — | — |
| Q3 2026 | $1.6M | 2.9K | — | — |
| Q3 2026 | $23.9M | 163.3K | — | — |
| Q2 2026 | $335K | 2.0K | — | — |
| Q2 2026 | $1.1M | 5.8K | — | — |
| Q2 2026 | $232K | 4.3K | — | — |
| Q2 2026 | $463K | 3.9K | — | — |
| Q2 2026 | $489K | 3.1K | — | — |
| Q2 2026 | $1.8M | 2.9K | — | — |
| Q2 2026 | $23.4M | 153.6K | — | — |
| Q1 2026 | $249K | 2.0K | — | — |
| Q1 2026 | $967K | 7.3K | — | — |
| Q1 2026 | $214K | 4.3K | — | — |
| Q1 2026 | $430K | 3.9K | — | — |
| Q1 2026 | $495K | 3.4K | — | — |
| Q1 2026 | $958K | 2.9K | — | — |
| Q1 2026 | $22.2M | 152.1K | — | — |
| Q4 2025 | $246K | 1.9K | — | — |
| Q4 2025 | $1M | 7.2K | — | — |
| Q4 2025 | $237K | 4.3K | — | — |
| Q4 2025 | $471K | 3.9K | — | — |
| Q4 2025 | $595K | 3.8K | — | — |
| Q4 2025 | $1.1M | 3.5K | — | — |
| Q4 2025 | $13.3M | 95.9K | — | — |
| Q3 2025 | $214K | 1.8K | — | — |
| Q3 2025 | $1M | 3.6K | — | — |
| Q3 2025 | $233K | 4.3K | — | — |
| Q3 2025 | $532K | 2.2K | — | — |
| Q3 2025 | $575K | 4.1K | — | — |
| Q3 2025 | $1.1M | 3.5K | — | — |
| Q3 2025 | $13.8M | 98.3K | — | — |
Other funds holding STT-PG
Other Regent Peak Wealth Advisors LLC positions
VGES
$95.7MVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
VGES
$91.1MVANGUARD TOTAL STOCK MARKET ETF
VGES
$85.7MVANGUARD TOTAL STOCK MARKET ETF
VGES
$83.9MVANGUARD TOTAL STOCK MARKET ETF
VGES
$78.4MVANGUARD TOTAL STOCK MARKET ETF
ETHA
$39.9MISHARES CORE MSCI EAFE ETF
ETHA
$39.2MISHARES CORE MSCI EAFE ETF
AAPL
$35.9MAPPLE INC COM