Concurrent Investment Advisors’s Legence Corp LGN Stock Holding History

Concurrent Investment 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	$237K	Buy	+2,785	New	+$227K	﹤0.01%	1842

Other funds holding LGN

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Concurrent Investment Advisors's LGN Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Legence Corp (LGN) in Q2 2026: 2,785 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1842 among its holdings.

267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Concurrent Investment Advisors held 2,785 shares of Legence Corp worth $237K as of Q2 2026.
Legence Corp was a new Concurrent Investment Advisors position in Q2 2026.
Legence Corp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1842 holding.
267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.