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Legacy Capital Group California’s Ericsson ERIC Stock Holding History

Legacy Capital Group California’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Buy
+29,916
New +$361K 0.1% 254
2025
Q3 		– Sell
-34,674
Closed -$294K – 338
2025
Q2 		$294K Buy
34,674
+5,897
+20% +$48.5K 0.08% 268
2025
Q1 		$223K Buy
+28,777
New +$232K 0.08% 287

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Legacy Capital Group California's ERIC Position: Q2 2026 in Review

Legacy Capital Group California opened a new position in Ericsson (ERIC) in Q2 2026: 29,916 shares worth $334K. The stake represents 0.1% of the portfolio and ranks #254 among its holdings. This is a return to the name: Legacy Capital Group California previously reported a position in ERIC as recently as Q2 2025.

Legacy Capital Group California first reported a position in ERIC in Q1 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ERIC as of Q2 2026.

  • Legacy Capital Group California held 29,916 shares of Ericsson worth $334K as of Q2 2026.
  • Ericsson was a new Legacy Capital Group California position in Q2 2026.
  • Ericsson made up 0.1% of Legacy Capital Group California's portfolio in Q2 2026, its #254 holding.
  • Legacy Capital Group California first reported a position in Ericsson in Q1 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Ericsson as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.