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Essential Partners’s Legacy Housing LEGH Stock Holding History

Essential Partners’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 		$774 Hold
27
– – ﹤0.01% 2274
2026
Q2 		$709 Sell
27
-15
-36% -$343 ﹤0.01% 2388
2026
Q1 		$858 Buy
+42
New +$876 ﹤0.01% 2285

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
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's LEGH Position: Q3 2026 in Review

Essential Partners held its Legacy Housing (LEGH) position steady in Q3 2026 at 27 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Essential Partners first reported a position in LEGH in Q1 2026 and has held it in 3 quarters since. The position peaked at $858 in Q1 2026. 10 funds tracked by Wall St. Rank hold LEGH as of Q3 2026.

  • Essential Partners held 27 shares of Legacy Housing worth $774 as of Q3 2026.
  • Essential Partners left its Legacy Housing share count unchanged in Q3 2026.
  • Legacy Housing made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2274 holding.
  • Essential Partners first reported a position in Legacy Housing in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Legacy Housing position peaked at $858 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Legacy Housing as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.