Position in BFC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$522,192
+$16,393 QoQ
Shares Held
3,520
-6.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#15
of 34 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Private Trust Co. holds $12,294,975 across 5 Banks - Regional names. BFC ranks #4 (4.2% of the industry book) .
All Filings in BFC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,192 | 3,520 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $505,799 | 3,745 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $514,080 | 4,220 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $533,764 | 4,400 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $578,838 | 4,920 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $619,248 | 6,147 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $312,628 | 3,155 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $331,508 | 3,655 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $301,866 | 3,655 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $316,778 | 3,655 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $316,742 | 3,655 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $301,270 | 3,905 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $366,496 | 4,405 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $429,707 | 5,840 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $774,118 | 8,340 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $772,065 | 10,095 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $893,420 | 11,785 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $903,114 | 12,545 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $906,250 | 12,545 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $896,151 | 12,645 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $917,126 | 13,145 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $1,023,238 | 13,645 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $884,468 | 13,645 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $830,311 | 14,145 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $906,694 | 14,145 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,598,120 | 46,395 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||