State Street
LGCY

State Street’s Legacy Education Inc LGCY Stock Holding History

State Street’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$425K Buy
33,973
+1,526
+5% +$18K ﹤0.01% 3700
2025
Q4 		$331K Buy
32,447
+6,500
+25% +$62.5K ﹤0.01% 3789
2025
Q3 		$248K Buy
+25,947
New +$303K ﹤0.01% 3847

Other funds holding LGCY

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

State Street's LGCY Position: Q1 2026 in Review

State Street increased its Legacy Education Inc (LGCY) stake by 4.7% in Q1 2026, buying an estimated $18K and bringing the position to 33,973 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #3700.

State Street first reported a position in LGCY in Q3 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • State Street held 33,973 shares of Legacy Education Inc worth $425K as of Q1 2026.
  • State Street bought 1,526 Legacy Education Inc shares in Q1 2026, an estimated $18K.
  • Legacy Education Inc made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3700 holding.
  • State Street first reported a position in Legacy Education Inc in Q3 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.