Legacy Capital Wealth Partners’s State Street STT Stock Holding History

Legacy Capital Wealth Partners’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	$203K	Sell	1,601 -840	-34%	-$107K	0.04%	372
2025 Q4	$315K	Sell	2,441 -44	-2%	-$5.27K	0.07%	292
2025 Q3	$288K	Sell	2,485 -67	-3%	-$7.48K	0.06%	318
2025 Q2	$271K	Sell	2,552 -149	-6%	-$13.8K	0.06%	315
2025 Q1	$242K	Sell	2,701 -752	-22%	-$71.8K	0.06%	318
2024 Q4	$339K	Sell	3,453 -2,739	-44%	-$259K	0.08%	249
2024 Q3	$548K	Sell	6,192 -348	-5%	-$28.7K	0.11%	177
2024 Q2	$484K	Buy	+6,540	New	+$487K	0.12%	169
2024 Q1	–	Sell	-7,043	Closed	-$546K	–	316
2023 Q4	$546K	Sell	7,043 -630	-8%	-$43.9K	0.15%	132
2023 Q3	$514K	Buy	+7,673	New	+$541K	0.14%	140
2023 Q2	–	Sell	-7,394	Closed	-$560K	–	212
2023 Q1	$560K	Buy	+7,394	New	+$623K	0.15%	127

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 Capital Wealth Partners's STT Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its State Street (STT) stake by 34% in Q1 2026, selling an estimated $107K and leaving 1,601 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #372.

Legacy Capital Wealth Partners first reported a position in STT in Q1 2023 and has held it in 11 quarters since. The position peaked at $560K in Q1 2023. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Legacy Capital Wealth Partners held 1,601 shares of State Street worth $203K as of Q1 2026.
Legacy Capital Wealth Partners sold 840 State Street shares in Q1 2026, an estimated $107K.
State Street made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #372 holding.
Legacy Capital Wealth Partners first reported a position in State Street in Q1 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's State Street position peaked at $560K in Q1 2023.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.