Legacy Private Trust Co.
CIK 1352547
13F filing for Q2 2026・No. 1,756
- Holdings
- US$1.81B
- Quarter change
- +US$180.4M
- Entries
- 382
- Net bought (estimate)
- −US$736.46K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 5
- Cut 142
- Added 66
- Corporate actions 2
- Unchanged 44
Largest holdings
262 stocks worth US$1.79B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 326,335 | US$244.39M | 13.65% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 471,133 | US$174.34M | 9.74% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,127,134 | US$80.31M | 4.49% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 792,562 | US$58.18M | 3.25% |
| 1SPDR SERIES TRUSTST STR PR SP1500 | Cut | 626,685 | US$56.9M | 3.18% |
| AAPLAppleCOM | Cut | 182,762 | US$52.88M | 2.95% |
| NVDANvidiaCOM | Cut | 243,225 | US$48.67M | 2.72% |
| VANGUARD INDEX FDSEXTEND MKT ETF | Cut | 163,353 | US$40.22M | 2.25% |
| GOOGLAlphabetCAP STK CL A | Cut | 112,539 | US$40.22M | 2.25% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 1,253,734 | US$36.31M | 2.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.