AssetMark Inc
LGN

AssetMark Inc’s Legence Corp LGN Stock Holding History

AssetMark Inc’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 		$1.44M Buy
16,851
+2,283
+16% +$186K ﹤0.01% 1021
2026
Q1 		$823K Buy
14,568
+13,848
+1,923% +$698K ﹤0.01% 1074
2025
Q4 		$31K Buy
+720
New +$28.5K ﹤0.01% 1865

Other funds holding LGN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

AssetMark Inc's LGN Position: Q2 2026 in Review

AssetMark Inc increased its Legence Corp (LGN) stake by 16% in Q2 2026, buying an estimated $186K and bringing the position to 16,851 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

AssetMark Inc first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • AssetMark Inc held 16,851 shares of Legence Corp worth $1.44M as of Q2 2026.
  • AssetMark Inc bought 2,283 Legence Corp shares in Q2 2026, an estimated $186K.
  • Legence Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1021 holding.
  • AssetMark Inc first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.