Charles Schwab
LGN icon

Charles Schwab’s Legence Corp LGN Stock Holding History

Charles Schwab’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 		$39.9M Buy
467,577
+177,885
+61% +$14.5M 0.01% 1401
2026
Q1 		$16.4M Sell
289,692
-11,661
-4% -$588K ﹤0.01% 1857
2025
Q4 		$13M Buy
+301,353
New +$11.9M ﹤0.01% 2004

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
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

Charles Schwab's LGN Position: Q2 2026 in Review

Charles Schwab increased its Legence Corp (LGN) stake by 61% in Q2 2026, buying an estimated $14.5M and bringing the position to 467,577 shares worth $39.9M. The position accounts for 0.01% of the portfolio, ranked #1401.

Charles Schwab first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Charles Schwab held 467,577 shares of Legence Corp worth $39.9M as of Q2 2026.
  • Charles Schwab bought 177,885 Legence Corp shares in Q2 2026, an estimated $14.5M.
  • Legence Corp made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1401 holding.
  • Charles Schwab first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.