Lee Financial
LEGH icon

Lee Financial’s Legacy Housing LEGH Stock Holding History

Lee Financial’s Portfolio LEGH Stock Details LEGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$218K Buy
+7,600
New +$210K 0.03% 148

Other funds holding LEGH

Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Lee Financial's LEGH Position: Q3 2026 in Review

Lee Financial opened a new position in Legacy Housing (LEGH) in Q3 2026: 7,600 shares worth $218K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings.

10 funds tracked by Wall St. Rank hold LEGH as of Q3 2026.

  • Lee Financial held 7,600 shares of Legacy Housing worth $218K as of Q3 2026.
  • Legacy Housing was a new Lee Financial position in Q3 2026.
  • Legacy Housing made up 0.03% of Lee Financial's portfolio in Q3 2026, its #148 holding.
  • 10 funds tracked by Wall St. Rank held Legacy Housing as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.