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Legacy Wealth Asset Management’s TKO Group TKO Stock Holding History

Legacy Wealth Asset Management’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$297K Buy
1,654
+54
+3% +$10.2K 0.07% 315
2026
Q2 		$322K Sell
1,600
-50
-3% -$9.75K 0.07% 312
2026
Q1 		$333K Buy
+1,650
New +$337K 0.08% 306

Other funds holding TKO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Legacy Wealth Asset Management's TKO Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its TKO Group (TKO) stake by 3.4% in Q3 2026, buying an estimated $10.2K and bringing the position to 1,654 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #315.

Legacy Wealth Asset Management first reported a position in TKO in Q1 2026 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 18 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

  • Legacy Wealth Asset Management held 1,654 shares of TKO Group worth $297K as of Q3 2026.
  • Legacy Wealth Asset Management bought 54 TKO Group shares in Q3 2026, an estimated $10.2K.
  • TKO Group made up 0.07% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #315 holding.
  • Legacy Wealth Asset Management first reported a position in TKO Group in Q1 2026 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's TKO Group position peaked at $333K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.