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 Q1	$74.5K	Buy	+750	New	+$37.8K	0.04%	153

Other funds holding LGN

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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 New York $33.1B AUM 11.16% 1-Year Est. Return

Mark Sheptoff Financial Planning's LGN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in Legence Corp (LGN) in Q1 2026: 750 shares worth $74.5K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings.

197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

Mark Sheptoff Financial Planning held 750 shares of Legence Corp worth $74.5K as of Q1 2026.
Legence Corp was a new Mark Sheptoff Financial Planning position in Q1 2026.
Legence Corp made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #153 holding.
197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.