Position in BN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$470,193
+$23,405 QoQ
Shares Held
11,040
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#577
of 931 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Private Trust Co. holds $7,286,753 across 4 Asset Management names. BN ranks #3 (6.5% of the industry book) .
All Filings in BN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,193 | 11,040 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $446,788 | 11,040 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $506,625 | 11,040 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $504,748 | 7,360 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $455,215 | 7,360 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $385,737 | 7,360 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $445,812 | 7,760 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $446,459 | 8,400 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $398,700 | 9,598 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $401,867 | 9,598 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $396,707 | 9,888 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $309,198 | 9,888 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $332,730 | 9,888 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $410,634 | 12,600 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $410,552 | 13,050 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||