Legacy Private Trust Co. Sells in Q4 2025

Legacy Private Trust Co.

  • $1.66 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-249K
- 71.87%
$50.57 - $50.77 $12.6M - $12.6M
97.4K $4.93M
EDV
Vanguard Extended Duration Tre

ETFs
-114K
- 66.99%
$67.2 - $71.16 $7.68M - $8.13M
56.3K $3.81M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-276K
- 54.02%
$22.43 - $22.55 $6.18M - $6.21M
235K $5.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-44K
- 15.15%
$99.87 - $101.27 $4.4M - $4.46M
247K $24.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-84.3K
- 55.66%
$50.85 - $51.0 $4.29M - $4.3M
67.2K $3.42M
VTI
Vanguard Total Stock Market Et

ETFs
-11.7K
- 2.3%
$321.8 - $337.95 $3.75M - $3.94M
495K $163M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-67.8K
- 8.83%
$19.54 - $19.6 $1.32M - $1.33M
700K $13.7M
SUB
Ishares Short Term National Mu

ETFs
-12.1K
- 56.45%
$106.22 - $106.81 $1.28M - $1.29M
9.31K $991K
NVDA
Nvidia Corp

Technology
-6.03K
- 2.26%
$179.83 - $207.04 $1.08M - $1.25M
261K $48.7M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-42.6K
- 51.89%
$25.48 - $25.62 $1.09M - $1.09M
39.5K $1.01M
VXF
Vanguard Extended Market ETF

ETFs
-35
- 0.02%
$204.22 - $215.05 $7.15K - $7.53K
173K $35.4M
USB
Us Bancorp \De\

Financial Services
-14.6K
- 22.93%
$45.28 - $48.26 $663K - $707K
49.2K $2.24M
UNP
Union Pacific Corp

Industrials
-422
- 0.9%
$216.37 - $237.41 $91.3K - $100K
46.3K $10.2M
UNH
Unitedhealth Group Inc

Healthcare
-1.17K
- 7.89%
$320.52 - $369.92 $375K - $433K
13.7K $4.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-12.5K
- 18.49%
$56.0 - $57.6 $698K - $718K
54.9K $3.12M
KMB
Kimberly Clark Corp

Consumer Defensive
-280
- 0.87%
$100.05 - $123.23 $28K - $34.5K
32K $3.33M
MA
Mastercard Inc

Financial Services
-114
- 0.59%
$536.85 - $580.45 $61.2K - $66.2K
19.3K $10.4M
AMP
Ameriprise Financial Inc

Financial Services
-31
- 0.28%
$440.8 - $497.79 $13.7K - $15.4K
11K $4.86M
AZO
Autozone Inc

Consumer Cyclical
-87
- 18.05%
$3576.14 - $4253.71 $311K - $370K
395 $1.52M
COP
Conocophillips

Energy
-2.6K
- 4.87%
$85.66 - $95.46 $223K - $248K
50.8K $4.51M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.85K
- 1.57%
$74.09 - $75.1 $434K - $440K
366K $27.1M
WMT
Walmart Inc.

Consumer Defensive
-4.7K
- 3.98%
$101.18 - $109.03 $476K - $513K
113K $11.7M
GS
Goldman Sachs Group Inc

Financial Services
-322
- 2.85%
$744.6 - $838.97 $240K - $270K
11K $8.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.01K
- 5.05%
$114.27 - $121.15 $343K - $364K
56.4K $6.6M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-6.18K
- 19.43%
$66.61 - $70.99 $411K - $438K
25.6K $1.72M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.66K
- 35.82%
$29.81 - $42.36 $228K - $325K
13.7K $433K
PG
Procter & Gamble CO

Consumer Defensive
-1.58K
- 7.97%
$145.5 - $153.18 $229K - $241K
18.2K $2.65M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-20
- 4.9%
$4804.01 - $5424.55 $96.1K - $108K
388 $1.86M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-683
- 2.4%
$76.92 - $92.53 $52.5K - $63.2K
27.7K $2.13M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.27K
- 35.07%
$201.42 - $211.15 $256K - $268K
2.35K $483K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.19K
- 12.96%
$119.13 - $120.38 $260K - $263K
14.7K $1.75M
COST
Costco Wholesale Corp

Consumer Defensive
-129
- 1.41%
$910.94 - $954.99 $118K - $123K
8.99K $8.21M
ALL
Allstate Corp

Financial Services
-1.05K
- 37.63%
$190.0 - $214.3 $200K - $225K
1.74K $372K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-374
- 3.59%
$245.79 - $258.02 $91.9K - $96.5K
10K $2.47M
LMT
Lockheed Martin Corp

Industrials
-275
- 14.8%
$452.1 - $514.24 $124K - $141K
1.58K $745K
IEF
Ishares Barclays

ETFs
-1.78K
- 18.09%
$96.12 - $97.72 $171K - $174K
8.04K $775K
PANW
Palo Alto Networks Inc

Technology
-1.03K
- 4.09%
$204.77 - $221.38 $211K - $228K
24.2K $4.96M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-697
- 0.62%
$40.65 - $42.74 $28.3K - $29.8K
112K $4.58M
WEC
Wec Energy Group, Inc.

Utilities
-1.07K
- 9.06%
$110.61 - $117.5 $118K - $125K
10.7K $1.19M
AMGN
Amgen Inc

Healthcare
-1.86K
- 23.0%
$290.13 - $341.71 $540K - $636K
6.23K $2.13M
ECL
Ecolab Inc.

Basic Materials
-192
- 2.76%
$253.06 - $281.35 $48.6K - $54K
6.76K $1.75M
MCK
Mckesson Corp

Healthcare
-1.26K
- 9.65%
$738.06 - $859.37 $926K - $1.08M
11.7K $9.89M
STZ
Constellation Brands, Inc.

Consumer Defensive
-981
- 20.98%
$127.65 - $142.97 $125K - $140K
3.69K $477K
ACN
Accenture PLC

Technology
-498
- 10.65%
$234.02 - $253.35 $117K - $126K
4.18K $1.01M
PGR
Progressive Corp

Financial Services
-127
- 2.41%
$203.7 - $246.46 $25.9K - $31.3K
5.14K $1.16M
BSCU
Invesco Exc Self Ind Tr

ETFs
-7.08K
- 10.86%
$16.86 - $17.02 $119K - $121K
58.1K $980K
QCOM
Qualcomm Inc

Technology
-720
- 6.02%
$153.59 - $187.68 $111K - $135K
11.2K $1.87M
TXN
Texas Instruments Inc

Technology
-587
- 3.29%
N/A
17.2K $3.35M
TMUS
T Mobile Us, Inc.

Communication Services
-99
- 2.56%
$201.01 - $233.26 $19.9K - $23.1K
3.77K $814K
Activity Summary
Buys All Purchases 87 New Holdings 11 Increased Positions 76 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 1
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