LPL Financial
LGN

LPL Financial’s Legence Corp LGN Stock Holding History

LPL Financial’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 		$1.16M Buy
20,592
+2,589
+14% +$130K ﹤0.01% 4051
2025
Q4 		$775K Buy
18,003
+4,861
+37% +$192K ﹤0.01% 4327
2025
Q3 		$405K Buy
+13,142
New +$414K ﹤0.01% 4804

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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

LPL Financial's LGN Position: Q1 2026 in Review

LPL Financial increased its Legence Corp (LGN) stake by 14% in Q1 2026, buying an estimated $130K and bringing the position to 20,592 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

LPL Financial first reported a position in LGN in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • LPL Financial held 20,592 shares of Legence Corp worth $1.16M as of Q1 2026.
  • LPL Financial bought 2,589 Legence Corp shares in Q1 2026, an estimated $130K.
  • Legence Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4051 holding.
  • LPL Financial first reported a position in Legence Corp in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.