Bailard’s Legacy Housing LEGH Stock Holding History

Bailard’s Portfolio LEGH Stock Details LEGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$504K	Hold	17,565	–	–	0.01%	499
2026 Q2	$461K	Hold	17,565	–	–	0.01%	525
2026 Q1	$359K	Hold	17,565	–	–	0.01%	550
2025 Q4	$343K	Sell	17,565 -10,700	-38%	-$229K	0.01%	540
2025 Q3	$778K	Hold	28,265	–	–	0.02%	386
2025 Q2	$640K	Sell	28,265 -257	-0.9%	-$6.01K	0.01%	435
2025 Q1	$719K	Hold	28,522	–	–	0.02%	369
2024 Q4	$704K	Buy	28,522 +63	+0.2%	+$1.63K	0.02%	380
2024 Q3	$778K	Sell	28,459 -1,345	-5%	-$35.3K	0.02%	353
2024 Q2	$684K	Hold	29,804	–	–	0.02%	376
2024 Q1	$641K	Hold	29,804	–	–	0.02%	410
2023 Q4	$752K	Hold	29,804	–	–	0.02%	348
2023 Q3	$578K	Sell	29,804 -10	-0%	-$220	0.02%	381
2023 Q2	$691K	Buy	29,814 +1,549	+5%	+$33.5K	0.02%	319
2023 Q1	$643K	Hold	28,265	–	–	0.02%	342
2022 Q4	$536K	Buy	+28,265	New	+$497K	0.02%	386

Other funds holding LEGH

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's LEGH Position: Q3 2026 in Review

Bailard held its Legacy Housing (LEGH) position steady in Q3 2026 at 17,565 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #499.

Bailard first reported a position in LEGH in Q4 2022 and has held it in 16 quarters since. The position peaked at $778K in Q3 2024. 11 funds tracked by Wall St. Rank hold LEGH as of Q3 2026.

Bailard held 17,565 shares of Legacy Housing worth $504K as of Q3 2026.
Bailard left its Legacy Housing share count unchanged in Q3 2026.
Legacy Housing made up 0.01% of Bailard's portfolio in Q3 2026, its #499 holding.
Bailard first reported a position in Legacy Housing in Q4 2022 and has held it in 16 quarters since.
Bailard's Legacy Housing position peaked at $778K in Q3 2024.
11 funds tracked by Wall St. Rank held Legacy Housing as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.