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
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 $10.1B AUM 42.88% 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 $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Punch & Associates Investment Management's LGCY Position: Q1 2026 in Review

Punch & Associates Investment Management held its Legacy Education Inc (LGCY) position steady in Q1 2026 at 185,000 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #131.

Punch & Associates Investment Management first reported a position in LGCY in Q1 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • Punch & Associates Investment Management held 185,000 shares of Legacy Education Inc worth $2.32M as of Q1 2026.
  • Punch & Associates Investment Management left its Legacy Education Inc share count unchanged in Q1 2026.
  • Legacy Education Inc made up 0.13% of Punch & Associates Investment Management's portfolio in Q1 2026, its #131 holding.
  • Punch & Associates Investment Management first reported a position in Legacy Education Inc in Q1 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.