IWC
LGCY

Integrated Wealth Concepts’s Legacy Education Inc LGCY Stock Holding History

Integrated Wealth Concepts’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
Q1 		$380K Hold
30,378
– – ﹤0.01% 1716
2025
Q4 		$310K Hold
30,378
– – ﹤0.01% 1302
2025
Q3 		$291K Buy
30,378
+2,078
+7% +$24.3K ﹤0.01% 1650
2025
Q2 		$316K Hold
28,300
– – ﹤0.01% 1521
2025
Q1 		$203K Hold
28,300
– – ﹤0.01% 1617
2024
Q4 		$235K Buy
+28,300
New +$188K ﹤0.01% 1515

Other funds holding LGCY

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Integrated Wealth Concepts's LGCY Position: Q1 2026 in Review

Integrated Wealth Concepts held its Legacy Education Inc (LGCY) position steady in Q1 2026 at 30,378 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Integrated Wealth Concepts first reported a position in LGCY in Q4 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • Integrated Wealth Concepts held 30,378 shares of Legacy Education Inc worth $380K as of Q1 2026.
  • Integrated Wealth Concepts left its Legacy Education Inc share count unchanged in Q1 2026.
  • Legacy Education Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1716 holding.
  • Integrated Wealth Concepts first reported a position in Legacy Education Inc in Q4 2024 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.