IFP Advisors
LGCY icon

IFP Advisors’s Legacy Education Inc LGCY Stock Holding History

IFP Advisors’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$70.8K Sell
7,325
-1,275
-15% -$14.1K ﹤0.01% 2174
2026
Q2 		$101K Sell
8,600
-2,225
-21% -$26.2K ﹤0.01% 1975
2026
Q1 		$136K Hold
10,825
– – ﹤0.01% 1631
2025
Q4 		$110K Hold
10,825
– – ﹤0.01% 1733
2025
Q3 		$104K Hold
10,825
– – ﹤0.01% 1653
2025
Q2 		$121K Sell
10,825
-5,100
-32% -$41.8K ﹤0.01% 1532
2025
Q1 		$114K Buy
15,925
+5,100
+47% +$40.1K ﹤0.01% 1454
2024
Q4 		$90.1K Buy
+10,825
New +$71.9K ﹤0.01% 1524

Other funds holding LGCY

Holos Integrated Wealth
Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $267M AUM 12.91% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

IFP Advisors's LGCY Position: Q3 2026 in Review

IFP Advisors reduced its Legacy Education Inc (LGCY) stake by 15% in Q3 2026, selling an estimated $14.1K and leaving 7,325 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

IFP Advisors first reported a position in LGCY in Q4 2024 and has held it in 8 quarters since. The position peaked at $136K in Q1 2026. 14 funds tracked by Wall St. Rank hold LGCY as of Q3 2026.

  • IFP Advisors held 7,325 shares of Legacy Education Inc worth $70.8K as of Q3 2026.
  • IFP Advisors sold 1,275 Legacy Education Inc shares in Q3 2026, an estimated $14.1K.
  • Legacy Education Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2174 holding.
  • IFP Advisors first reported a position in Legacy Education Inc in Q4 2024 and has held it in 8 quarters since.
  • IFP Advisors's Legacy Education Inc position peaked at $136K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Legacy Education Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.