Legacy Private Trust Co. Portfolio Holdings
Legacy Private Trust Co.
- $1.66 Billion
- Q4 2025
Legacy Private Trust Co. has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.66 Billion distributed in 344 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $225M, Vanguard Total Stock Market Et with a value of $163M, Spdr Portfolio S&P 1500 Compos with a value of $72.5M, Vanguard Ftse Developed Market with a value of $70.2M, and Apple Inc. with a value of $51.5M.
Examining the 13F form we can see an increase of $13.9M in the current position value, from $1.65B to 1.66B.
Below you can find more details about Legacy Private Trust Co. portfolio as well as his latest detailed transactions.
Portfolio value
$1.66 Billion
ETFs: $1.07 Billion
Technology: $203 Million
Financial Services: $99.5 Million
Healthcare: $59.8 Million
Communication Services: $58.4 Million
Consumer Cyclical: $54.2 Million
Industrials: $38.6 Million
Consumer Defensive: $32.3 Million
Other: $27.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 344
- Current Value $1.66 Billion
- Prior Value $1.65 Billion
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 11 stocks
- Additional Purchases 76 stocks
- Sold out of 0 stocks
- Reduced holdings in 118 stocks