PAIM
LGCY

Punch & Associates Investment Management’s Legacy Education Inc LGCY Stock Holding History

Punch & Associates Investment Management’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 		$1.18M Sell
100,000
-85,000
-46% -$1M 0.06% 139
2026
Q1 		$2.32M Hold
185,000
– – 0.13% 131
2025
Q4 		$1.89M Buy
185,000
+16,500
+10% +$159K 0.11% 132
2025
Q3 		$1.61M Buy
168,500
+8,692
+5% +$102K 0.09% 135
2025
Q2 		$1.79M Buy
159,808
+74,808
+88% +$613K 0.11% 135
2025
Q1 		$609K Buy
+85,000
New +$668K 0.04% 148

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

Punch & Associates Investment Management's LGCY Position: Q2 2026 in Review

Punch & Associates Investment Management reduced its Legacy Education Inc (LGCY) stake by 46% in Q2 2026, selling an estimated $1M and leaving 100,000 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #139.

Punch & Associates Investment Management first reported a position in LGCY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.32M in Q1 2026. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • Punch & Associates Investment Management held 100,000 shares of Legacy Education Inc worth $1.18M as of Q2 2026.
  • Punch & Associates Investment Management sold 85,000 Legacy Education Inc shares in Q2 2026, an estimated $1M.
  • Legacy Education Inc made up 0.06% of Punch & Associates Investment Management's portfolio in Q2 2026, its #139 holding.
  • Punch & Associates Investment Management first reported a position in Legacy Education Inc in Q1 2025 and has held it in 6 quarters since.
  • Punch & Associates Investment Management's Legacy Education Inc position peaked at $2.32M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.