Legacy Trust
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 521,895
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 203 | 521,895 | 13F-HR | Legacy Trust |
| Q4 2025 | 1/22/2026 | 192 | 534,654 | 13F-HR | Legacy Trust |
| Q3 2025 | 10/24/2025 | 188 | 507,219 | 13F-HR | Legacy Trust |
| Q2 2025 | 7/22/2025 | 144 | 407,698 | 13F-HR | Legacy Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 416.9 K | 79.9% | 0 | 37.05 K | -37.05 K |
| ETFs | 104.7 K | 20.1% | 24.3 K | 0 | 24.3 K |
| Debt | 264 | 0.1% | 0 | 4 | -4 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
521,895
Holdings
203
QoQ value change ($000)
-12,759
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.