Massachusetts Financial Services
LGN

Massachusetts Financial Services’s Legence Corp LGN Stock Holding History

Massachusetts Financial Services’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 		$89.1M Sell
1,045,881
-911,399
-47% -$74.3M 0.03% 408
2026
Q1 		$111M Sell
1,957,280
-58,898
-3% -$2.97M 0.04% 344
2025
Q4 		$86.8M Sell
2,016,178
-367,369
-15% -$14.5M 0.03% 394
2025
Q3 		$73.4M Buy
+2,383,547
New +$75M 0.02% 409

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

Massachusetts Financial Services's LGN Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Legence Corp (LGN) stake by 47% in Q2 2026, selling an estimated $74.3M and leaving 1,045,881 shares worth $89.1M. The position accounts for 0.03% of the portfolio, ranked #408.

Massachusetts Financial Services first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. The position peaked at $111M in Q1 2026. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Massachusetts Financial Services held 1,045,881 shares of Legence Corp worth $89.1M as of Q2 2026.
  • Massachusetts Financial Services sold 911,399 Legence Corp shares in Q2 2026, an estimated $74.3M.
  • Legence Corp made up 0.03% of Massachusetts Financial Services's portfolio in Q2 2026, its #408 holding.
  • Massachusetts Financial Services first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • Massachusetts Financial Services's Legence Corp position peaked at $111M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.