LPL Financial
LGN icon

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
Q2 		$1.73M Sell
20,265
-327
-2% -$26.6K ﹤0.01% 3909
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 $39B AUM 18.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

LPL Financial's LGN Position: Q2 2026 in Review

LPL Financial reduced its Legence Corp (LGN) stake by 1.6% in Q2 2026, selling an estimated $26.6K and leaving 20,265 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

LPL Financial first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • LPL Financial held 20,265 shares of Legence Corp worth $1.73M as of Q2 2026.
  • LPL Financial sold 327 Legence Corp shares in Q2 2026, an estimated $26.6K.
  • Legence Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3909 holding.
  • LPL Financial first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

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