Institutions / Legacy Private Trust Co.
Legacy Private Trust Co.
CIK 1352547 · Institution · as of Mar 31, 2026
Portfolio value
$1.62B
Positions
257
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.62B-4.7%Positions
257-0.4%Top holdings
Mar 31, 2026View all 257 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $215.92M | 13.3% |
| Vanguard Index Fds | $156.36M | 9.7% |
| Vanguard Tax-Managed Fds | $71.93M | 4.4% |
| SPDR Series Trust | $70.05M | 4.3% |
| Apple Inc. | $48.15M | 3.0% |
| NVIDIA Corp | $44.00M | 2.7% |
| Vanguard Index Fds | $34.66M | 2.1% |
| Alphabet Inc. | $33.72M | 2.1% |
| Schwab Strategic Tr | $32.18M | 2.0% |
| Broadcom Inc. | $28.38M | 1.8% |
| Vanguard Bd Index Fds | $27.32M | 1.7% |
| PIMCO ETF Tr | $27.13M | 1.7% |
| Microsoft Corp | $26.46M | 1.6% |
| Janus Detroit Str Tr | $25.99M | 1.6% |
| Vanguard Intl Equity Index F | $24.84M | 1.5% |
| JPMorgan Chase & Co | $22.47M | 1.4% |
| Vanguard Star Fds | $22.44M | 1.4% |
| iShares Tr | $21.42M | 1.3% |
| Amazon.com Inc | $19.87M | 1.2% |
| iShares Tr | $15.83M | 1.0% |
| ELI LILLY & Co | $13.21M | 0.8% |
| Walmart Inc. | $12.57M | 0.8% |
| Meta Platforms Inc | $12.33M | 0.8% |
| iShares Tr | $12.21M | 0.8% |
| Invesco Exch Trd Slf Idx Fd | $12.09M | 0.7% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $3.26M | +4K +32.70% | 14,367 0.82% of portfolio | low |
| Q1 2026 as of | Trim | 464287226 Common stock | $-3.06M | -31K -12.49% | 215,767 1.32% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-2.40M | -7K -1.51% | 487,405 9.66% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $2.29M | +21K +32.13% | 86,343 0.58% of portfolio | low |
| Q1 2026 as of | Trim | 464287671 Common stock | $-2.26M | -15K -75.65% | 4,700 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 46137V357 Common stock | $-1.94M | -10K -58.03% | 7,318 0.09% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $1.94M | +15K +44.37% | 47,457 0.39% of portfolio | low |
| Q1 2026 as of | Add | 72201R866 Common stock | $1.91M | +37K +78.50% | 83,406 0.27% of portfolio | low |
| Q1 2026 as of | Exit | Amcor PLC Common stock | $-1.83M | -219K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 46641Q654 Common stock | $-1.82M | -36K -53.03% | 31,543 0.10% of portfolio | low |