Legacy Private Trust Co. Reduced Holdings in Q3 2025

Legacy Private Trust Co.

  • $1.65 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
-98
- 10.02%
$250.62 - $279.43 $24.6K - $27.4K
880 $245K
COF
Capital One Financial Corp

Financial Services
-75
- 5.71%
$207.29 - $229.74 $15.5K - $17.2K
1.24K $263K
IEF
Ishares Barclays

ETFs
-172
- 1.72%
$93.91 - $97.26 $16.2K - $16.7K
9.82K $947K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-569
- 4.19%
$44.81 - $46.39 $25.5K - $26.4K
13K $600K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-549
- 1.4%
$20.41 - $20.67 $11.2K - $11.3K
38.6K $793K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-647
- 4.69%
$81.55 - $85.33 $52.8K - $55.2K
13.2K $1.12M
MRK
Merck & Co., Inc.

Healthcare
-1.2K
- 5.97%
$77.6 - $87.37 $92.9K - $105K
18.8K $1.58M
XLB
Select Sector Spdr Fd Material

ETFs
-760
- 2.09%
$86.72 - $92.61 $65.9K - $70.4K
35.6K $3.19M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
-728
- 1.96%
N/A
36.4K $0
OVL
Listed Fds Tr Overlay Shs Larg
-51.4K
- 35.24%
N/A
94.5K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.75K
- 5.57%
N/A
29.7K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.74K
- 1.39%
N/A
123K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-1.94K
- 4.34%
N/A
42.8K $0
AEP
American Electric Power CO Inc

Utilities
-250
- 7.69%
$103.26 - $115.0 $25.8K - $28.8K
3K $337K
DTE
Dte Energy CO

Utilities
-335
- 6.34%
$130.26 - $141.49 $43.6K - $47.4K
4.95K $700K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-215
- 0.23%
$19.61 - $19.79 $4.22K - $4.25K
93.2K $1.84M
XLC
Select Sector Spdr Tr Communic

ETFs
-630
- 7.92%
$105.99 - $119.41 $66.8K - $75.2K
7.33K $867K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.68K
- 4.85%
$62.09 - $66.51 $228K - $244K
72.1K $4.71M
IYR
Ishares Tr

ETFs
-685
- 3.53%
$94.16 - $98.46 $64.5K - $67.4K
18.7K $1.83M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-150
- 4.58%
$109.47 - $119.06 $16.4K - $17.9K
3.13K $370K
AMD
Advanced Micro Devices Inc

Technology
-134
- 7.92%
$134.8 - $184.42 $18.1K - $24.7K
1.56K $251K
AXP
American Express CO

Financial Services
-10
- 0.73%
$294.27 - $342.31 $2.94K - $3.42K
1.36K $450K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6
- 0.51%
$185.88 - $207.44 $1.12K - $1.24K
1.18K $236K
ALL
Allstate Corp

Financial Services
-100
- 3.46%
$192.0 - $214.65 $19.2K - $21.5K
2.79K $598K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-150
- 1.72%
$25.29 - $28.33 $3.79K - $4.25K
8.55K $238K
VMC
Vulcan Materials CO

Basic Materials
-145
- 9.12%
$260.62 - $307.62 $37.8K - $44.6K
1.45K $444K
LNT
Alliant Energy Corp

Utilities
-100
- 1.72%
$60.76 - $67.41 $6.08K - $6.74K
5.72K $385K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4
- 0.06%
$91.28 - $97.59 $365 - $390
6.4K $616K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-186
- 4.31%
$225.11 - $247.9 $41.9K - $46.1K
4.13K $1.02M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.88K
- 1.91%
$26.38 - $27.95 $102K - $108K
199K $5.43M
AFL
Aflac Inc

Financial Services
-4
- 0.04%
$98.09 - $111.7 $392 - $447
10.6K $1.18M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-182
- 7.75%
$224.68 - $282.71 $40.9K - $51.5K
2.17K $605K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-7.17K
- 8.53%
$40.68 - $46.33 $292K - $332K
76.8K $3.49M
CMI
Cummins Inc

Industrials
-22
- 2.39%
$327.85 - $426.39 $7.21K - $9.38K
898 $379K
CSM
Proshares Large Cap Core Plus

ETFs
-3.32K
- 5.62%
$70.54 - $76.83 $234K - $255K
55.8K $4.22M
AZO
Autozone Inc

Consumer Cyclical
-51
- 9.57%
$3649.42 - $4354.54 $186K - $222K
482 $2.07M
MCK
Mckesson Corp

Healthcare
-585
- 4.31%
$659.01 - $772.54 $386K - $452K
13K $10M
IDEV
Ishares Core Msci Intl Develop

ETFs
-5.33K
- 4.25%
$74.68 - $80.26 $398K - $428K
120K $9.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-192
- 1.09%
$181.56 - $190.33 $34.9K - $36.5K
17.4K $3.31M
SXI
Standex International Corp

Industrials
-95
- 4.12%
$154.17 - $214.67 $14.6K - $20.4K
2.21K $468K
SPY
Spdr S&P 500 ETF Trust

ETFs
-53
- 1.7%
$617.65 - $666.84 $32.7K - $35.3K
3.06K $2.04M
PH
Parker Hannifin Corp

Industrials
-256
- 4.87%
$697.13 - $769.67 $178K - $197K
5K $3.79M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-93
- 0.27%
$42.26 - $47.16 $3.93K - $4.39K
34.6K $1.6M
DVY
Ishares Tr

ETFs
-80
- 0.52%
$133.88 - $142.57 $10.7K - $11.4K
15.4K $2.19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-138
- 1.31%
$236.25 - $257.69 $32.6K - $35.6K
10.4K $2.67M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.63K
- 1.29%
$70.77 - $73.59 $115K - $120K
125K $9.15M
UNP
Union Pacific Corp

Industrials
-657
- 1.39%
$214.91 - $237.16 $141K - $156K
46.7K $11M
IYW
Ishares Dj Us Tech ETF

ETFs
-545
- 4.51%
$171.38 - $197.01 $93.4K - $107K
11.5K $2.26M
XLK
Technology Sector Spdr

ETFs
-1.29K
- 6.89%
$250.97 - $282.66 $325K - $365K
17.5K $4.92M
Activity Summary
Buys All Purchases 90 New Holdings 10 Increased Positions 80 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 1
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