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 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 New York $25.6B AUM 26.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Charles Schwab's LGN Position: Q1 2026 in Review

Charles Schwab reduced its Legence Corp (LGN) stake by 3.9% in Q1 2026, selling an estimated $588K and leaving 289,692 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Charles Schwab first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

Charles Schwab held 289,692 shares of Legence Corp worth $16.4M as of Q1 2026.
Charles Schwab sold 11,661 Legence Corp shares in Q1 2026, an estimated $588K.
Legence Corp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #1857 holding.
Charles Schwab first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.