Atria Investments’s Legence Corp LGN Stock Holding History

Atria Investments’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	$357K	Sell	4,188 -760	-15%	-$61.9K	﹤0.01%	1734
2026 Q1	$279K	Buy	+4,948	New	+$249K	﹤0.01%	1799

Other funds holding LGN

Blackstone Inc New York $39B AUM 18.55% 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

Atria Investments's LGN Position: Q2 2026 in Review

Atria Investments reduced its Legence Corp (LGN) stake by 15% in Q2 2026, selling an estimated $61.9K and leaving 4,188 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Atria Investments first reported a position in LGN in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Atria Investments held 4,188 shares of Legence Corp worth $357K as of Q2 2026.
Atria Investments sold 760 Legence Corp shares in Q2 2026, an estimated $61.9K.
Legence Corp made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1734 holding.
Atria Investments first reported a position in Legence Corp in Q1 2026 and has held it in 2 quarters since.
267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.