Position in ASB
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$6,756,183
+$26,126 QoQ
Shares Held
261,260
0.0% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 50.202863048304366.ToString("F0")%
Shared 0.ToString("F0")%
None 49.797136951695634.ToString("F0")%
Common Shares in ASB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Legacy Private Trust Co. holds $12,866,298 across 5 Banks - Regional names. ASB ranks #1 (52.5% of the industry book) .
All Filings in ASB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,756,183 | 261,260 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,730,057 | 261,260 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $6,716,994 | 261,260 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,454,813 | 264,650 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6,131,539 | 272,150 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $6,504,385 | 272,150 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $5,862,111 | 272,150 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,755,972 | 272,150 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,853,946 | 272,150 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,830,700 | 272,590 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,664,066 | 272,593 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,488,503 | 276,556 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $5,290,435 | 294,240 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $6,794,001 | 294,240 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,818,742 | 289,778 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $5,437,426 | 297,778 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,777,427 | 297,778 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $6,808,874 | 301,411 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $6,659,713 | 310,911 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,368,133 | 310,944 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $7,173,889 | 336,171 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $5,920,015 | 347,215 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $4,552,816 | 360,762 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $4,935,224 | 360,762 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $4,614,145 | 360,762 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||