Legacy Private Trust Co.
Legacy Private Trust Co. reported 266 positions worth $1.81B as of June 30, 2026 (13F filed July 21, 2026). Largest holding: IVV (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $244.4M | 13.53% | 326,335 | — | — | |
| ▸ 2 | VTI | SH | $174.3M | 9.65% | 471,133 | — | — | |
| ▸ 3 | VEA | SH | $80.3M | 4.45% | 1,127,134 | — | — | |
| ▸ 4 | BND | SH | $58.2M | 3.22% | 792,562 | — | — | |
| ▸ 5 | SPTM | SH | $56.9M | 3.15% | 626,685 | — | — | |
| ▸ 6 | AAPL | SH | $52.9M | 2.93% | 182,762 | — | — | |
| ▸ 7 | NVDA | SH | $48.7M | 2.69% | 243,225 | — | — | |
| ▸ 8 | VXF | SH | $40.2M | 2.23% | 163,353 | — | — | |
| ▸ 9 | GOOGL | SH | $40.2M | 2.23% | 112,539 | — | — | |
| ▸ 10 | SCHB | SH | $36.3M | 2.01% | 1,253,734 | — | — |
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Frequently Asked Questions
What stocks does Legacy Private Trust Co. hold as of Q2 2026?
Legacy Private Trust Co. reported 266 positions worth $1.81B in its Q2 2026 13F filing. Largest positions: IVV (13.5%), VTI (9.7%), VEA (4.4%), BND (3.2%) and SPTM (3.1%).
What did Legacy Private Trust Co. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Private Trust Co. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.