Alpha Financial Partners’s Legence Corp LGN Stock Holding History

Alpha Financial Partners’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	$1.52M	Buy	17,867 +1	+0%	+$81	0.8%	22
2026 Q1	$1.01M	Buy	17,866 +9	+0.1%	+$454	0.6%	30
2025 Q4	$769K	Buy	+17,857	New	+$706K	0.47%	31

Other funds holding LGN

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Alpha Financial Partners's LGN Position: Q2 2026 in Review

Alpha Financial Partners increased its Legence Corp (LGN) stake by 0.01% in Q2 2026, buying an estimated $81 and bringing the position to 17,867 shares worth $1.52M. The position accounts for 0.8% of the portfolio, ranked #22.

Alpha Financial Partners first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Alpha Financial Partners held 17,867 shares of Legence Corp worth $1.52M as of Q2 2026.
Alpha Financial Partners bought 1 Legence Corp share in Q2 2026, an estimated $81.
Legence Corp made up 0.8% of Alpha Financial Partners's portfolio in Q2 2026, its #22 holding.
Alpha Financial Partners first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

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