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Legacy Financial Advisors’s ASE Group ASX Stock Holding History

Legacy Financial Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,822
Closed -$242K – 393
2025
Q3 		$242K Buy
+21,822
New +$228K 0.03% 366
2025
Q2 		– Sell
-20,611
Closed -$181K – 343
2025
Q1 		$181K Buy
20,611
+1,042
+5% +$10.6K 0.03% 352
2024
Q4 		$197K Buy
19,569
+669
+4% +$6.67K 0.03% 334
2024
Q3 		$184K Buy
18,900
+601
+3% +$6.1K 0.03% 346
2024
Q2 		$209K Buy
18,299
+172
+0.9% +$1.86K 0.04% 315
2024
Q1 		$199K Buy
18,127
+2,278
+14% +$22.3K 0.04% 310
2023
Q4 		$149K Buy
15,849
+3,002
+23% +$24.9K 0.03% 289
2023
Q3 		$96.6K Buy
12,847
+1,590
+14% +$12.4K 0.02% 260
2023
Q2 		$87.7K Buy
+11,257
New +$86.6K 0.02% 259

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Legacy Financial Advisors's ASX Position: Q4 2025 in Review

Legacy Financial Advisors sold out of ASE Group (ASX) in Q4 2025, closing a stake of 21,822 shares — an estimated $242K sold.

Legacy Financial Advisors first reported a position in ASX in Q2 2023 and held it in 9 quarters. The position peaked at $242K in Q3 2025. 317 funds tracked by Wall St. Rank hold ASX as of Q4 2025.

  • Legacy Financial Advisors reported no remaining ASE Group position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 21,822 ASE Group shares in Q4 2025, an estimated $242K.
  • Legacy Financial Advisors first reported a position in ASE Group in Q2 2023 and held it in 9 quarters.
  • Legacy Financial Advisors's ASE Group position peaked at $242K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held ASE Group as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.