IA
LGCY

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
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

HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
PSIWM
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return
OGF
Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors's LGCY Position: Q2 2026 in Review

IFP Advisors reduced its Legacy Education Inc (LGCY) stake by 21% in Q2 2026, selling an estimated $26.2K and leaving 8,600 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

IFP Advisors first reported a position in LGCY in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q1 2026. 7 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • IFP Advisors held 8,600 shares of Legacy Education Inc worth $101K as of Q2 2026.
  • IFP Advisors sold 2,225 Legacy Education Inc shares in Q2 2026, an estimated $26.2K.
  • Legacy Education Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1975 holding.
  • IFP Advisors first reported a position in Legacy Education Inc in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Legacy Education Inc position peaked at $136K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.