Back to STT-PG
Legacy Capital Wealth Partners, LLC → STT-PG
Legacy Capital Wealth Partners, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
35
Latest value
$630K
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $427K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $8.4M |
| Q3 2025 | $383K |
| Q3 2025 | $461K |
| Q3 2025 | $459K |
| Q3 2025 | $288K |
| Q4 2025 | $426K |
| Q4 2025 | $1M |
| Q4 2025 | $1M |
| Q4 2025 | $539K |
| Q4 2025 | $3.9M |
| Q4 2025 | $451K |
| Q4 2025 | $506K |
| Q4 2025 | $511K |
| Q4 2025 | $315K |
| Q1 2026 | $423K |
| Q1 2026 | $790K |
| Q1 2026 | $774K |
| Q1 2026 | $443K |
| Q1 2026 | $562K |
| Q1 2026 | $778K |
| Q1 2026 | $608K |
| Q1 2026 | $203K |
| Q2 2026 | $384K |
| Q2 2026 | $634K |
| Q2 2026 | $611K |
| Q2 2026 | $837K |
| Q2 2026 | $703K |
| Q3 2026 | $374K |
| Q3 2026 | $7.6M |
| Q3 2026 | $603K |
| Q3 2026 | $998K |
| Q3 2026 | $630K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $630K | 16.0K | — | — |
| Q3 2026 | $998K | 16.2K | — | — |
| Q3 2026 | $603K | 12.4K | — | — |
| Q3 2026 | $7.6M | 82.5K | — | — |
| Q3 2026 | $374K | 4.2K | — | — |
| Q2 2026 | $703K | 15.5K | — | — |
| Q2 2026 | $837K | 15.8K | — | — |
| Q2 2026 | $611K | 12.0K | — | — |
| Q2 2026 | $634K | 6.9K | — | — |
| Q2 2026 | $384K | 12.5K | — | — |
| Q1 2026 | $203K | 1.6K | — | — |
| Q1 2026 | $608K | 13.2K | — | — |
| Q1 2026 | $778K | 12.7K | — | — |
| Q1 2026 | $562K | 11.2K | — | — |
| Q1 2026 | $443K | 14.4K | — | — |
| Q1 2026 | $774K | 10.1K | — | — |
| Q1 2026 | $790K | 10.0K | — | — |
| Q1 2026 | $423K | 12.6K | — | — |
| Q4 2025 | $315K | 2.4K | — | — |
| Q4 2025 | $511K | 12.0K | — | — |
| Q4 2025 | $506K | 11.3K | — | — |
| Q4 2025 | $451K | 9.9K | — | — |
| Q4 2025 | $3.9M | 42.3K | — | — |
| Q4 2025 | $539K | 17.6K | — | — |
| Q4 2025 | $1M | 12.8K | — | — |
| Q4 2025 | $1M | 12.5K | — | — |
| Q4 2025 | $426K | 12.6K | — | — |
| Q3 2025 | $288K | 2.5K | — | — |
| Q3 2025 | $459K | 5.3K | — | — |
| Q3 2025 | $461K | 5.2K | — | — |
| Q3 2025 | $383K | 4.3K | — | — |
| Q3 2025 | $8.4M | 92.1K | — | — |
| Q3 2025 | $1.1M | 14.2K | — | — |
| Q3 2025 | $1.1M | 13.1K | — | — |
| Q3 2025 | $427K | 12.6K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B