RIL
LGN

Rothschild Investment LLC’s Legence Corp LGN Stock Holding History

Rothschild Investment LLC’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 		$2.81K Buy
33
+10
+43% +$815 ﹤0.01% 2604
2026
Q1 		$1.3K Buy
23
+18
+360% +$907 ﹤0.01% 2759
2025
Q4 		$215 Buy
+5
New +$198 ﹤0.01% 3101

Other funds holding LGN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Rothschild Investment LLC's LGN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Legence Corp (LGN) stake by 43% in Q2 2026, buying an estimated $815 and bringing the position to 33 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Rothschild Investment LLC first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Rothschild Investment LLC held 33 shares of Legence Corp worth $2.81K as of Q2 2026.
  • Rothschild Investment LLC bought 10 Legence Corp shares in Q2 2026, an estimated $815.
  • Legence Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2604 holding.
  • Rothschild Investment LLC first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.