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
Q2 		$5.22M Sell
444,279
-4,201
-0.9% -$49.5K 1.16% 23
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 $12.4B AUM 64.17% 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 $5.65B AUM 61.31% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

Bard Associates's LGCY Position: Q2 2026 in Review

Bard Associates reduced its Legacy Education Inc (LGCY) stake by 0.94% in Q2 2026, selling an estimated $49.5K and leaving 444,279 shares worth $5.22M. The position accounts for 1.16% of the portfolio, ranked #23.

Bard Associates first reported a position in LGCY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.61M in Q1 2026. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • Bard Associates held 444,279 shares of Legacy Education Inc worth $5.22M as of Q2 2026.
  • Bard Associates sold 4,201 Legacy Education Inc shares in Q2 2026, an estimated $49.5K.
  • Legacy Education Inc made up 1.16% of Bard Associates's portfolio in Q2 2026, its #23 holding.
  • Bard Associates first reported a position in Legacy Education Inc in Q3 2024 and has held it in 8 quarters since.
  • Bard Associates's Legacy Education Inc position peaked at $5.61M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.