Jones Financial Companies
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Jones Financial Companies’s Legence Corp LGN Stock Holding History

Jones Financial Companies’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 		$5.26M Buy
65,323
+27,187
+71% +$2.22M ﹤0.01% 1168
2026
Q1 		$2.09M Buy
+38,136
New +$1.92M ﹤0.01% 1412

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Franklin Resources
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Vanguard Portfolio Management
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

Jones Financial Companies's LGN Position: Q2 2026 in Review

Jones Financial Companies increased its Legence Corp (LGN) stake by 71% in Q2 2026, buying an estimated $2.22M and bringing the position to 65,323 shares worth $5.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Jones Financial Companies first reported a position in LGN in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Jones Financial Companies held 65,323 shares of Legence Corp worth $5.26M as of Q2 2026.
  • Jones Financial Companies bought 27,187 Legence Corp shares in Q2 2026, an estimated $2.22M.
  • Legence Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1168 holding.
  • Jones Financial Companies first reported a position in Legence Corp in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.