CI Investments Inc
LGN icon

CI Investments Inc’s Legence Corp LGN Stock Holding History

CI Investments Inc’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 		$43.3M Sell
508,613
-58,479
-10% -$4.76M 0.14% 140
2026
Q1 		$32M Sell
567,092
-221,195
-28% -$11.1M 0.16% 138
2025
Q4 		$33.9M Buy
788,287
+754,157
+2,210% +$29.8M 0.15% 125
2025
Q3 		$1.05M Buy
+34,130
New +$1.07M ﹤0.01% 430

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JT
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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

CI Investments Inc's LGN Position: Q2 2026 in Review

CI Investments Inc reduced its Legence Corp (LGN) stake by 10% in Q2 2026, selling an estimated $4.76M and leaving 508,613 shares worth $43.3M. The position accounts for 0.14% of the portfolio, ranked #140.

CI Investments Inc first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • CI Investments Inc held 508,613 shares of Legence Corp worth $43.3M as of Q2 2026.
  • CI Investments Inc sold 58,479 Legence Corp shares in Q2 2026, an estimated $4.76M.
  • Legence Corp made up 0.14% of CI Investments Inc's portfolio in Q2 2026, its #140 holding.
  • CI Investments Inc first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.