Envestnet Asset Management
LGN

Envestnet Asset Management’s Legence Corp LGN Stock Holding History

Envestnet Asset Management’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 		$2.59M Sell
30,394
-4,639
-13% -$378K ﹤0.01% 2957
2026
Q1 		$1.98M Buy
35,033
+12,556
+56% +$633K ﹤0.01% 3023
2025
Q4 		$967K Buy
+22,477
New +$888K ﹤0.01% 3289

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

Envestnet Asset Management's LGN Position: Q2 2026 in Review

Envestnet Asset Management reduced its Legence Corp (LGN) stake by 13% in Q2 2026, selling an estimated $378K and leaving 30,394 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Envestnet Asset Management first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Envestnet Asset Management held 30,394 shares of Legence Corp worth $2.59M as of Q2 2026.
  • Envestnet Asset Management sold 4,639 Legence Corp shares in Q2 2026, an estimated $378K.
  • Legence Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2957 holding.
  • Envestnet Asset Management first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.