BA
LGCY

Bard Associates’s Legacy Education Inc LGCY Stock Holding History

Bard Associates’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 		$5.61M Sell
448,480
-900
-0.2% -$10.6K 1.41% 21
2025
Q4 		$4.58M Sell
449,380
-5,287
-1% -$50.9K 1.18% 32
2025
Q3 		$4.35M Sell
454,667
-27,933
-6% -$326K 1.15% 36
2025
Q2 		$5.4M Sell
482,600
-18,000
-4% -$147K 1.73% 11
2025
Q1 		$3.59M Hold
500,600
– – 1.34% 19
2024
Q4 		$4.16M Buy
500,600
+600
+0.1% +$3.98K 1.42% 20
2024
Q3 		$2.3M Buy
+500,000
New +$2.17M 0.78% 48

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $163M 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
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return