Stifel Financial
LGN

Stifel Financial’s Legence Corp LGN Stock Holding History

Stifel Financial’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 		$1.04M Buy
18,357
+7,014
+62% +$353K ﹤0.01% 2433
2025
Q4 		$488K Buy
+11,343
New +$448K ﹤0.01% 2872

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Stifel Financial's LGN Position: Q1 2026 in Review

Stifel Financial increased its Legence Corp (LGN) stake by 62% in Q1 2026, buying an estimated $353K and bringing the position to 18,357 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Stifel Financial first reported a position in LGN in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Stifel Financial held 18,357 shares of Legence Corp worth $1.04M as of Q1 2026.
  • Stifel Financial bought 7,014 Legence Corp shares in Q1 2026, an estimated $353K.
  • Legence Corp made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2433 holding.
  • Stifel Financial first reported a position in Legence Corp in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.