Jones Financial Companies
LGN

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
Q1 		$2.09M Buy
+38,136
New +$1.92M ﹤0.01% 1412

Other funds holding LGN

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Janus Henderson Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jones Financial Companies's LGN Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Legence Corp (LGN) in Q1 2026: 38,136 shares worth $2.09M. The stake represents ﹤0.01% of the portfolio and ranks #1412 among its holdings.

197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Jones Financial Companies held 38,136 shares of Legence Corp worth $2.09M as of Q1 2026.
  • Legence Corp was a new Jones Financial Companies position in Q1 2026.
  • Legence Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1412 holding.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.