SAMU
LGN

SONA Asset Management (US)’s Legence Corp LGN Stock Holding History

SONA Asset Management (US)’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
Q1 		– Sell
-15,000
Closed -$646K – 398
2025
Q4 		$646K Buy
+15,000
New +$593K 0.01% 132

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BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
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VPM
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

SONA Asset Management (US)'s LGN Position: Q1 2026 in Review

SONA Asset Management (US) sold out of Legence Corp (LGN) in Q1 2026, closing a stake of 15,000 shares — an estimated $646K sold.

SONA Asset Management (US) first reported a position in LGN in Q4 2025 and held it in 1 quarter. The position peaked at $646K in Q4 2025. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • SONA Asset Management (US) reported no remaining Legence Corp position as of Q1 2026 after selling out during the quarter.
  • SONA Asset Management (US) sold 15,000 Legence Corp shares in Q1 2026, an estimated $646K.
  • SONA Asset Management (US) first reported a position in Legence Corp in Q4 2025 and held it in 1 quarter.
  • SONA Asset Management (US)'s Legence Corp position peaked at $646K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on SONA Asset Management (US)'s 13F filing for Q1 2026, filed 15 May 2026.