AssetMark Inc
LGN icon

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
Q3 		$1.14M Buy
21,287
+4,436
+26% +$275K ﹤0.01% 1065
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

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Hiddenite Capital Partners
Hiddenite Capital Partners New York $562M AUM 57.56% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

AssetMark Inc's LGN Position: Q3 2026 in Review

AssetMark Inc increased its Legence Corp (LGN) stake by 26% in Q3 2026, buying an estimated $275K and bringing the position to 21,287 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

AssetMark Inc first reported a position in LGN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q2 2026. 70 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

  • AssetMark Inc held 21,287 shares of Legence Corp worth $1.14M as of Q3 2026.
  • AssetMark Inc bought 4,436 Legence Corp shares in Q3 2026, an estimated $275K.
  • Legence Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1065 holding.
  • AssetMark Inc first reported a position in Legence Corp in Q4 2025 and has held it in 4 quarters since.
  • AssetMark Inc's Legence Corp position peaked at $1.44M in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.