IA
LGN

IFP Advisors’s Legence Corp LGN Stock Holding History

IFP 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 		– Sell
-50
Closed -$2.82K – 5331
2026
Q1 		$2.82K Hold
50
– – ﹤0.01% 3821
2025
Q4 		$2.15K Hold
50
– – ﹤0.01% 3807
2025
Q3 		$1.54K Buy
+50
New +$1.57K ﹤0.01% 3795

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

IFP Advisors's LGN Position: Q2 2026 in Review

IFP Advisors sold out of Legence Corp (LGN) in Q2 2026, closing a stake of 50 shares — an estimated $2.82K sold.

IFP Advisors first reported a position in LGN in Q3 2025 and held it in 3 quarters. The position peaked at $2.82K in Q1 2026. 68 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • IFP Advisors reported no remaining Legence Corp position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 50 Legence Corp shares in Q2 2026, an estimated $2.82K.
  • IFP Advisors first reported a position in Legence Corp in Q3 2025 and held it in 3 quarters.
  • IFP Advisors's Legence Corp position peaked at $2.82K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

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