Root Financial Partners
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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
Q3 		$698 Buy
+13
New +$806 ﹤0.01% 3101
2026
Q2 		– Sell
-19
Closed -$1.07K – 3451
2026
Q1 		$1.07K Buy
+19
New +$958 ﹤0.01% 2587

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Conestoga Capital Advisors
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Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $254M AUM 164.28% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return

Root Financial Partners's LGN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Legence Corp (LGN) in Q3 2026: 13 shares worth $698. The stake represents ﹤0.01% of the portfolio and ranks #3101 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LGN as recently as Q1 2026.

Root Financial Partners first reported a position in LGN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.07K in Q1 2026. 80 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

  • Root Financial Partners held 13 shares of Legence Corp worth $698 as of Q3 2026.
  • Legence Corp was a new Root Financial Partners position in Q3 2026.
  • Legence Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3101 holding.
  • Root Financial Partners first reported a position in Legence Corp in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Legence Corp position peaked at $1.07K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.