CA
LGN

Clearstead Advisors’s Legence Corp LGN Stock Holding History

Clearstead Advisors’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 		$7.42K Buy
+87
New +$7.09K ﹤0.01% 2076
2026
Q1 		– Sell
-3,260
Closed -$140K – 2909
2025
Q4 		$140K Buy
+3,260
New +$129K ﹤0.01% 1019

Other funds holding LGN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Clearstead Advisors's LGN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Legence Corp (LGN) in Q2 2026: 87 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LGN as recently as Q4 2025.

Clearstead Advisors first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. The position peaked at $140K in Q4 2025. 68 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Clearstead Advisors held 87 shares of Legence Corp worth $7.42K as of Q2 2026.
  • Legence Corp was a new Clearstead Advisors position in Q2 2026.
  • Legence Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2076 holding.
  • Clearstead Advisors first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Legence Corp position peaked at $140K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.