Covestor
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Covestor’s Legence Corp LGN Stock Holding History

Covestor’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
Q3 		$6K Buy
117
+104
+800% +$6.44K ﹤0.01% 1837
2026
Q2 		$1K Buy
13
+10
+333% +$815 ﹤0.01% 2437
2026
Q1 		$0 Buy
+3
New +$151 ﹤0.01% 2906

Other funds holding LGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Covestor's LGN Position: Q3 2026 in Review

Covestor increased its Legence Corp (LGN) stake by 800% in Q3 2026, buying an estimated $6.44K and bringing the position to 117 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Covestor first reported a position in LGN in Q1 2026 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

  • Covestor held 117 shares of Legence Corp worth $6K as of Q3 2026.
  • Covestor bought 104 Legence Corp shares in Q3 2026, an estimated $6.44K.
  • Legence Corp made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1837 holding.
  • Covestor first reported a position in Legence Corp in Q1 2026 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.