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Oppenheimer Asset Management’s Legence Corp LGN Stock Holding History

Oppenheimer Asset 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 		$669K Sell
7,854
-5,733
-42% -$467K 0.01% 821
2026
Q1 		$767K Buy
13,587
+6,691
+97% +$337K 0.01% 789
2025
Q4 		$297K Buy
+6,896
New +$273K ﹤0.01% 920

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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

Oppenheimer Asset Management's LGN Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Legence Corp (LGN) stake by 42% in Q2 2026, selling an estimated $467K and leaving 7,854 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #821.

Oppenheimer Asset Management first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. The position peaked at $767K in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Oppenheimer Asset Management held 7,854 shares of Legence Corp worth $669K as of Q2 2026.
  • Oppenheimer Asset Management sold 5,733 Legence Corp shares in Q2 2026, an estimated $467K.
  • Legence Corp made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #821 holding.
  • Oppenheimer Asset Management first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • Oppenheimer Asset Management's Legence Corp position peaked at $767K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.