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
Q2 		$357K Hold
30,378
– – ﹤0.01% 1871
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 $12.4B AUM 64.17% 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 $5.65B AUM 61.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Integrated Wealth Concepts's LGCY Position: Q2 2026 in Review

Integrated Wealth Concepts held its Legacy Education Inc (LGCY) position steady in Q2 2026 at 30,378 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Integrated Wealth Concepts first reported a position in LGCY in Q4 2024 and has held it in 7 quarters since. The position peaked at $380K in Q1 2026. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • Integrated Wealth Concepts held 30,378 shares of Legacy Education Inc worth $357K as of Q2 2026.
  • Integrated Wealth Concepts left its Legacy Education Inc share count unchanged in Q2 2026.
  • Legacy Education Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1871 holding.
  • Integrated Wealth Concepts first reported a position in Legacy Education Inc in Q4 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Legacy Education Inc position peaked at $380K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.