ADL
LGCY

Asset Dedication LLC’s Legacy Education Inc LGCY Stock Holding History

Asset Dedication LLC’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-100
Closed -$1.02K – 1199
2025
Q4 		$1.02K Buy
+100
New +$962 ﹤0.01% 1052

Other funds holding LGCY

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Asset Dedication LLC's LGCY Position: Q1 2026 in Review

Asset Dedication LLC sold out of Legacy Education Inc (LGCY) in Q1 2026, closing a stake of 100 shares — an estimated $1.02K sold.

Asset Dedication LLC first reported a position in LGCY in Q4 2025 and held it in 1 quarter. The position peaked at $1.02K in Q4 2025. 58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • Asset Dedication LLC reported no remaining Legacy Education Inc position as of Q1 2026 after selling out during the quarter.
  • Asset Dedication LLC sold 100 Legacy Education Inc shares in Q1 2026, an estimated $1.02K.
  • Asset Dedication LLC first reported a position in Legacy Education Inc in Q4 2025 and held it in 1 quarter.
  • Asset Dedication LLC's Legacy Education Inc position peaked at $1.02K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.