Legacy Financial Advisors’s State Street STT Stock Holding History

Legacy Financial Advisors’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 Q2	$756K	Sell	4,460 -1,072	-19%	-$165K	0.09%	172
2026 Q1	$700K	Buy	5,532 +127	+2%	+$16.2K	0.1%	178
2025 Q4	$697K	Sell	5,405 -2,195	-29%	-$263K	0.1%	178
2025 Q3	$882K	Buy	7,600 +700	+10%	+$78.1K	0.12%	151
2025 Q2	$734K	Buy	+6,900	New	+$638K	0.11%	154
2019 Q2	–	Sell	-81	Closed	-$5K	–	789
2019 Q1	$5K	Sell	81 -129	-61%	-$8.94K	﹤0.01%	784
2018 Q4	$13K	Buy	210 +193	+1,135%	+$13.8K	0.01%	505
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	861
2018 Q2	$2K	Buy	17 +7	+70%	+$694	﹤0.01%	837
2018 Q1	$0	Sell	10 -8	-44%	-$838	﹤0.01%	894
2017 Q4	$1K	Buy	+18	New	+$1.72K	﹤0.01%	792

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Advisors's STT Position: Q2 2026 in Review

Legacy Financial Advisors reduced its State Street (STT) stake by 19% in Q2 2026, selling an estimated $165K and leaving 4,460 shares worth $756K. The position accounts for 0.09% of the portfolio, ranked #172.

Legacy Financial Advisors first reported a position in STT in Q4 2017 and has held it in 11 quarters since. The position peaked at $882K in Q3 2025. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Legacy Financial Advisors held 4,460 shares of State Street worth $756K as of Q2 2026.
Legacy Financial Advisors sold 1,072 State Street shares in Q2 2026, an estimated $165K.
State Street made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #172 holding.
Legacy Financial Advisors first reported a position in State Street in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's State Street position peaked at $882K in Q3 2025.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.