Legacy Bridge’s State Street STT Stock Holding History

Legacy Bridge’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21	Closed	-$2.71K	–	456
2025 Q4	$2.71K	Buy	+21	New	+$2.52K	﹤0.01%	403
2025 Q2	–	Sell	-2	Closed	-$152	–	341
2025 Q1	$152	Buy	+2	New	+$191	﹤0.01%	309

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Legacy Bridge's STT Position: Q1 2026 in Review

Legacy Bridge sold out of State Street (STT) in Q1 2026, closing a stake of 21 shares — an estimated $2.71K sold.

Legacy Bridge first reported a position in STT in Q1 2025 and held it in 2 quarters. The position peaked at $2.71K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Legacy Bridge reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 21 State Street shares in Q1 2026, an estimated $2.71K.
Legacy Bridge first reported a position in State Street in Q1 2025 and held it in 2 quarters.
Legacy Bridge's State Street position peaked at $2.71K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.