OGF
LGCY

Orin Green Financial’s Legacy Education Inc LGCY Stock Holding History

Orin Green Financial’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$155K Buy
+13,180
New +$155K 0.06% 79
2026
Q1 		– Sell
-10,000
Closed -$102K – 80
2025
Q4 		$102K Hold
10,000
– – 0.04% 74
2025
Q3 		$95.7K Sell
10,000
-1,150
-10% -$13.4K 0.04% 84
2025
Q2 		$125K Sell
11,150
-8,850
-44% -$72.5K 0.05% 75
2025
Q1 		$127K Buy
+20,000
New +$157K 0.06% 73
2024
Q4 		– Hold
0
– – – 74

Other funds holding LGCY

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Orin Green Financial's LGCY Position: Q2 2026 in Review

Orin Green Financial opened a new position in Legacy Education Inc (LGCY) in Q2 2026: 13,180 shares worth $155K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Orin Green Financial previously reported a position in LGCY as recently as Q4 2025.

Orin Green Financial first reported a position in LGCY in Q1 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • Orin Green Financial held 13,180 shares of Legacy Education Inc worth $155K as of Q2 2026.
  • Legacy Education Inc was a new Orin Green Financial position in Q2 2026.
  • Legacy Education Inc made up 0.06% of Orin Green Financial's portfolio in Q2 2026, its #79 holding.
  • Orin Green Financial first reported a position in Legacy Education Inc in Q1 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.