Rockefeller Capital Management
LGN icon

Rockefeller Capital Management’s Legence Corp LGN Stock Holding History

Rockefeller Capital Management’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
Q3 		$3.85M Sell
71,735
-10,852
-13% -$673K 0.01% 1120
2026
Q2 		$7.04M Buy
82,587
+3,766
+5% +$307K 0.01% 833
2026
Q1 		$4.45M Buy
78,821
+19,359
+33% +$976K 0.01% 961
2025
Q4 		$2.56M Buy
+59,462
New +$2.35M ﹤0.01% 1149

Other funds holding LGN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Forest Avenue Capital Management
Forest Avenue Capital Management Miami, Florida $1.59B AUM 37.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management's LGN Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Legence Corp (LGN) stake by 13% in Q3 2026, selling an estimated $673K and leaving 71,735 shares worth $3.85M. The position accounts for 0.01% of the portfolio, ranked #1120.

Rockefeller Capital Management first reported a position in LGN in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.04M in Q2 2026. 188 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

  • Rockefeller Capital Management held 71,735 shares of Legence Corp worth $3.85M as of Q3 2026.
  • Rockefeller Capital Management sold 10,852 Legence Corp shares in Q3 2026, an estimated $673K.
  • Legence Corp made up 0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1120 holding.
  • Rockefeller Capital Management first reported a position in Legence Corp in Q4 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Legence Corp position peaked at $7.04M in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.