FCH
LGN

Freestone Capital Holdings’s Legence Corp LGN Stock Holding History

Freestone Capital Holdings’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 		$2.28M Hold
26,785
– – 0.06% 186
2026
Q1 		$1.51M Hold
26,785
– – 0.05% 203
2025
Q4 		$1.15M Buy
+26,785
New +$1.06M 0.03% 228

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

Freestone Capital Holdings's LGN Position: Q2 2026 in Review

Freestone Capital Holdings held its Legence Corp (LGN) position steady in Q2 2026 at 26,785 shares worth $2.28M. The position accounts for 0.06% of the portfolio, ranked #186.

Freestone Capital Holdings 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.

  • Freestone Capital Holdings held 26,785 shares of Legence Corp worth $2.28M as of Q2 2026.
  • Freestone Capital Holdings left its Legence Corp share count unchanged in Q2 2026.
  • Legence Corp made up 0.06% of Freestone Capital Holdings's portfolio in Q2 2026, its #186 holding.
  • Freestone Capital Holdings 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 Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.