AF
LGN icon

Allworth Financial’s Legence Corp LGN Stock Holding History

Allworth Financial’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Sell
24
-21
-47% -$1.71K ﹤0.01% 4509
2026
Q1 		$2.54K Buy
45
+11
+32% +$554 ﹤0.01% 4271
2025
Q4 		$1.46K Buy
+34
New +$1.34K ﹤0.01% 4237

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Allworth Financial's LGN Position: Q2 2026 in Review

Allworth Financial reduced its Legence Corp (LGN) stake by 47% in Q2 2026, selling an estimated $1.71K and leaving 24 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4509.

Allworth Financial first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54K in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Allworth Financial held 24 shares of Legence Corp worth $2.05K as of Q2 2026.
  • Allworth Financial sold 21 Legence Corp shares in Q2 2026, an estimated $1.71K.
  • Legence Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4509 holding.
  • Allworth Financial first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Legence Corp position peaked at $2.54K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.