Back to STT-PG
Legacy Wealth Management, LLC / MS → STT-PG
Legacy Wealth Management, LLC / MS STT-PG Position History
State Street Corporation • Banking
Quarters held
8
Latest value
$42.3M
Q3 2026
Peak value
$42.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $343K |
| Q4 2025 | $13.9M |
| Q1 2026 | $235K |
| Q1 2026 | $13.7M |
| Q2 2026 | $271K |
| Q2 2026 | $26.6M |
| Q3 2026 | $288K |
| Q3 2026 | $42.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42.3M | 471.6K | — | — |
| Q3 2026 | $288K | 3.1K | — | — |
| Q2 2026 | $26.6M | 303.0K | — | — |
| Q2 2026 | $271K | 3.0K | — | — |
| Q1 2026 | $13.7M | 178.5K | — | — |
| Q1 2026 | $235K | 3.0K | — | — |
| Q4 2025 | $13.9M | 173.8K | — | — |
| Q4 2025 | $343K | 4.2K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B