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 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 $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 Financial Advisors's STT Position: Q1 2026 in Review

Legacy Financial Advisors increased its State Street (STT) stake by 2.3% in Q1 2026, buying an estimated $16.2K and bringing the position to 5,532 shares worth $700K. The position accounts for 0.1% of the portfolio, ranked #178.

Legacy Financial Advisors first reported a position in STT in Q4 2017 and has held it in 10 quarters since. The position peaked at $882K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Legacy Financial Advisors held 5,532 shares of State Street worth $700K as of Q1 2026.
Legacy Financial Advisors bought 127 State Street shares in Q1 2026, an estimated $16.2K.
State Street made up 0.1% of Legacy Financial Advisors's portfolio in Q1 2026, its #178 holding.
Legacy Financial Advisors first reported a position in State Street in Q4 2017 and has held it in 10 quarters since.
Legacy Financial Advisors's State Street position peaked at $882K in Q3 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.