AF
LGN

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
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 $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Allworth Financial's LGN Position: Q1 2026 in Review

Allworth Financial increased its Legence Corp (LGN) stake by 32% in Q1 2026, buying an estimated $554 and bringing the position to 45 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #4271.

Allworth Financial first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Allworth Financial held 45 shares of Legence Corp worth $2.54K as of Q1 2026.
  • Allworth Financial bought 11 Legence Corp shares in Q1 2026, an estimated $554.
  • Legence Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4271 holding.
  • Allworth Financial first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.