First Trust Advisors
LGN

First Trust Advisors’s Legence Corp LGN Stock Holding History

First Trust 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
Q1 		$8.26M Buy
146,358
+116,079
+383% +$5.85M 0.01% 1187
2025
Q4 		$1.3M Buy
+30,279
New +$1.2M ﹤0.01% 2064

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

First Trust Advisors's LGN Position: Q1 2026 in Review

First Trust Advisors increased its Legence Corp (LGN) stake by 383% in Q1 2026, buying an estimated $5.85M and bringing the position to 146,358 shares worth $8.26M. The position accounts for 0.01% of the portfolio, ranked #1187.

First Trust Advisors first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • First Trust Advisors held 146,358 shares of Legence Corp worth $8.26M as of Q1 2026.
  • First Trust Advisors bought 116,079 Legence Corp shares in Q1 2026, an estimated $5.85M.
  • Legence Corp made up 0.01% of First Trust Advisors's portfolio in Q1 2026, its #1187 holding.
  • First Trust Advisors first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.