MAI Capital Management’s Legence Corp LGN Stock Holding History

MAI Capital Management’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	–	Sell	-17	Closed	-$960	–	5057
2026 Q1	$960	Buy	17 +7	+70%	+$353	﹤0.01%	4194
2025 Q4	$431	Buy	+10	New	+$395	﹤0.01%	3871

Other funds holding LGN

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

MAI Capital Management's LGN Position: Q2 2026 in Review

MAI Capital Management sold out of Legence Corp (LGN) in Q2 2026, closing a stake of 17 shares — an estimated $960 sold.

MAI Capital Management first reported a position in LGN in Q4 2025 and held it in 2 quarters. The position peaked at $960 in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

MAI Capital Management reported no remaining Legence Corp position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 17 Legence Corp shares in Q2 2026, an estimated $960.
MAI Capital Management first reported a position in Legence Corp in Q4 2025 and held it in 2 quarters.
MAI Capital Management's Legence Corp position peaked at $960 in Q1 2026.
267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.