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Family Legacy Financial Solutions’s W.P. Carey WPC Stock Holding History

Family Legacy Financial Solutions’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26
Closed -$1.76K – 243
2025
Q3 		$1.76K Hold
26
– – ﹤0.01% 225
2025
Q2 		$1.62K Buy
+26
New +$1.6K ﹤0.01% 210

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Family Legacy Financial Solutions sold out of W.P. Carey (WPC) in Q4 2025, closing a stake of 26 shares — an estimated $1.76K sold.

Family Legacy Financial Solutions first reported a position in WPC in Q2 2025 and held it in 2 quarters. The position peaked at $1.76K in Q3 2025. 856 funds tracked by Wall St. Rank hold WPC as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining W.P. Carey position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 26 W.P. Carey shares in Q4 2025, an estimated $1.76K.
  • Family Legacy Financial Solutions first reported a position in W.P. Carey in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's W.P. Carey position peaked at $1.76K in Q3 2025.
  • 856 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2025.

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