PWA
LGN

Physician Wealth Advisors’s Legence Corp LGN Stock Holding History

Physician Wealth Advisors’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 		$847 Hold
15
– – ﹤0.01% 1765
2025
Q4 		$646 Hold
15
– – ﹤0.01% 1761
2025
Q3 		$463 Buy
+15
New +$472 ﹤0.01% 1842

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Westfield Capital Management
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Physician Wealth Advisors's LGN Position: Q1 2026 in Review

Physician Wealth Advisors held its Legence Corp (LGN) position steady in Q1 2026 at 15 shares worth $847. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Physician Wealth Advisors first reported a position in LGN in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Physician Wealth Advisors held 15 shares of Legence Corp worth $847 as of Q1 2026.
  • Physician Wealth Advisors left its Legence Corp share count unchanged in Q1 2026.
  • Legence Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1765 holding.
  • Physician Wealth Advisors first reported a position in Legence Corp in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.