LPL Financial
LGCY

LPL Financial’s Legacy Education Inc LGCY Stock Holding History

LPL Financial’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 		$482K Buy
40,980
+14,098
+52% +$166K ﹤0.01% 5060
2026
Q1 		$337K Buy
+26,882
New +$317K ﹤0.01% 5109

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

LPL Financial's LGCY Position: Q2 2026 in Review

LPL Financial increased its Legacy Education Inc (LGCY) stake by 52% in Q2 2026, buying an estimated $166K and bringing the position to 40,980 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #5060.

LPL Financial first reported a position in LGCY in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • LPL Financial held 40,980 shares of Legacy Education Inc worth $482K as of Q2 2026.
  • LPL Financial bought 14,098 Legacy Education Inc shares in Q2 2026, an estimated $166K.
  • Legacy Education Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5060 holding.
  • LPL Financial first reported a position in Legacy Education Inc in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.