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Family Legacy Financial Solutions’s Trade Desk TTD Stock Holding History

Family Legacy Financial Solutions’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$24.5K – 214
2025
Q3 		$24.5K Buy
500
+310
+163% +$19.7K 0.02% 126
2025
Q2 		$13.7K Buy
+190
New +$12.1K 0.01% 135

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Family Legacy Financial Solutions's TTD Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Trade Desk (TTD) in Q4 2025, closing a stake of 500 shares — an estimated $24.5K sold.

Family Legacy Financial Solutions first reported a position in TTD in Q2 2025 and held it in 2 quarters. The position peaked at $24.5K in Q3 2025. 945 funds tracked by Wall St. Rank hold TTD as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Trade Desk position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 500 Trade Desk shares in Q4 2025, an estimated $24.5K.
  • Family Legacy Financial Solutions first reported a position in Trade Desk in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Trade Desk position peaked at $24.5K in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Trade Desk as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.