Root Financial Partners’s Legence Corp LGN Stock Holding History

Root Financial Partners’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	–	Sell	-19	Closed	-$1.07K	–	3451
2026 Q1	$1.07K	Buy	+19	New	+$958	﹤0.01%	2587

Other funds holding LGN

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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

Root Financial Partners's LGN Position: Q2 2026 in Review

Root Financial Partners sold out of Legence Corp (LGN) in Q2 2026, closing a stake of 19 shares — an estimated $1.07K sold.

Root Financial Partners first reported a position in LGN in Q1 2026 and held it in 1 quarter. The position peaked at $1.07K in Q1 2026. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

Root Financial Partners reported no remaining Legence Corp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 19 Legence Corp shares in Q2 2026, an estimated $1.07K.
Root Financial Partners first reported a position in Legence Corp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Legence Corp position peaked at $1.07K in Q1 2026.
267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.