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 Q2	$1.28K	Hold	15	–	–	﹤0.01%	1716
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 New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Physician Wealth Advisors's LGN Position: Q2 2026 in Review

Physician Wealth Advisors held its Legence Corp (LGN) position steady in Q2 2026 at 15 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1716.

Physician Wealth Advisors first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Physician Wealth Advisors held 15 shares of Legence Corp worth $1.28K as of Q2 2026.
Physician Wealth Advisors left its Legence Corp share count unchanged in Q2 2026.
Legence Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1716 holding.
Physician Wealth Advisors first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.