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State Street Corporation shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in State Street Corporation

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All positions including State Street Corporation held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in State Street Corporation by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $882k 7.6k 116.02
2025-06-30 $734k 6.9k 106.34
2019-03-31 $5.0k 81 61.73
2018-12-31 $13k 210 61.90
2018-09-30 $999 17 58.82
2018-06-30 $2.0k 17 117.65
2018-03-31 $0 10 0.00
2017-12-31 $1.0k 18 55.56