EWA
LGN

EverSource Wealth Advisors’s Legence Corp LGN Stock Holding History

EverSource Wealth Advisors’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 		$681 Buy
8
+6
+300% +$489 ﹤0.01% 4072
2026
Q1 		$113 Buy
+2
New +$101 ﹤0.01% 4258

Other funds holding LGN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

EverSource Wealth Advisors's LGN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Legence Corp (LGN) stake by 300% in Q2 2026, buying an estimated $489 and bringing the position to 8 shares worth $681. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

EverSource Wealth Advisors first reported a position in LGN in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • EverSource Wealth Advisors held 8 shares of Legence Corp worth $681 as of Q2 2026.
  • EverSource Wealth Advisors bought 6 Legence Corp shares in Q2 2026, an estimated $489.
  • Legence Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4072 holding.
  • EverSource Wealth Advisors first reported a position in Legence Corp in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.