MSFP
LGN

Mark Sheptoff Financial Planning’s Legence Corp LGN Stock Holding History

Mark Sheptoff Financial Planning’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 		$72.4K Buy
850
+100
+13% +$8.15K 0.04% 161
2026
Q1 		$74.5K Buy
+750
New +$37.8K 0.04% 153

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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

Mark Sheptoff Financial Planning's LGN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Legence Corp (LGN) stake by 13% in Q2 2026, buying an estimated $8.15K and bringing the position to 850 shares worth $72.4K. The position accounts for 0.04% of the portfolio, ranked #161.

Mark Sheptoff Financial Planning first reported a position in LGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $74.5K in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Mark Sheptoff Financial Planning held 850 shares of Legence Corp worth $72.4K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 100 Legence Corp shares in Q2 2026, an estimated $8.15K.
  • Legence Corp made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #161 holding.
  • Mark Sheptoff Financial Planning first reported a position in Legence Corp in Q1 2026 and has held it in 2 quarters since.
  • Mark Sheptoff Financial Planning's Legence Corp position peaked at $74.5K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.