Stifel Financial
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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
Q2 		$1.19M Sell
14,015
-4,342
-24% -$354K ﹤0.01% 2441
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

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JT
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
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

Stifel Financial's LGN Position: Q2 2026 in Review

Stifel Financial reduced its Legence Corp (LGN) stake by 24% in Q2 2026, selling an estimated $354K and leaving 14,015 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Stifel Financial first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Stifel Financial held 14,015 shares of Legence Corp worth $1.19M as of Q2 2026.
  • Stifel Financial sold 4,342 Legence Corp shares in Q2 2026, an estimated $354K.
  • Legence Corp made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2441 holding.
  • Stifel Financial first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.