Creative Planning
LEGH icon

Creative Planning’s Legacy Housing LEGH Stock Holding History

Creative Planning’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33M Buy
88,728
+38,980
+78% +$891K ﹤0.01% 1956
2026
Q1 		$1.02M Buy
+49,748
New +$1.04M ﹤0.01% 2441

Other funds holding LEGH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's LEGH Position: Q2 2026 in Review

Creative Planning increased its Legacy Housing (LEGH) stake by 78% in Q2 2026, buying an estimated $891K and bringing the position to 88,728 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Creative Planning first reported a position in LEGH in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold LEGH as of Q2 2026.

  • Creative Planning held 88,728 shares of Legacy Housing worth $2.33M as of Q2 2026.
  • Creative Planning bought 38,980 Legacy Housing shares in Q2 2026, an estimated $891K.
  • Legacy Housing made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1956 holding.
  • Creative Planning first reported a position in Legacy Housing in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Legacy Housing as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.