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Crown Wealth Group’s Legacy Housing LEGH Stock Holding History

Crown Wealth Group’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
Q3 		$824K Sell
28,737
-79,263
-73% -$2.19M 0.2% 62
2026
Q2 		$2.84M Sell
108,000
-24,000
-18% -$548K 0.72% 25
2026
Q1 		$2.7M Hold
132,000
– – 0.79% 25
2025
Q4 		$2.58M Sell
132,000
-8,500
-6% -$182K 0.72% 29
2025
Q3 		$3.87M Buy
+140,500
New +$3.58M 1.16% 19

Other funds holding LEGH

Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Lee Financial
Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Crown Wealth Group's LEGH Position: Q3 2026 in Review

Crown Wealth Group reduced its Legacy Housing (LEGH) stake by 73% in Q3 2026, selling an estimated $2.19M and leaving 28,737 shares worth $824K. The position accounts for 0.2% of the portfolio, ranked #62.

Crown Wealth Group first reported a position in LEGH in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.87M in Q3 2025. 12 funds tracked by Wall St. Rank hold LEGH as of Q3 2026.

  • Crown Wealth Group held 28,737 shares of Legacy Housing worth $824K as of Q3 2026.
  • Crown Wealth Group sold 79,263 Legacy Housing shares in Q3 2026, an estimated $2.19M.
  • Legacy Housing made up 0.2% of Crown Wealth Group's portfolio in Q3 2026, its #62 holding.
  • Crown Wealth Group first reported a position in Legacy Housing in Q3 2025 and has held it in 5 quarters since.
  • Crown Wealth Group's Legacy Housing position peaked at $3.87M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Legacy Housing as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.