SHIM
LGN

Stone House Investment Management’s Legence Corp LGN Stock Holding History

Stone House Investment Management’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 		$4.52K Hold
80
– – ﹤0.01% 469
2025
Q4 		$3.44K Hold
80
– – ﹤0.01% 491
2025
Q3 		$2.46K Buy
+80
New +$2.52K ﹤0.01% 459

Other funds holding LGN

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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 $298B AUM 21.96% 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

Stone House Investment Management's LGN Position: Q1 2026 in Review

Stone House Investment Management held its Legence Corp (LGN) position steady in Q1 2026 at 80 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Stone House Investment Management first reported a position in LGN in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Stone House Investment Management held 80 shares of Legence Corp worth $4.52K as of Q1 2026.
  • Stone House Investment Management left its Legence Corp share count unchanged in Q1 2026.
  • Legence Corp made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #469 holding.
  • Stone House Investment Management first reported a position in Legence Corp in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.