Sumitomo Mitsui Trust Group
LGN

Sumitomo Mitsui Trust Group’s Legence Corp LGN Stock Holding History

Sumitomo Mitsui Trust Group’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 		$809K Buy
14,324
+2,063
+17% +$104K ﹤0.01% 878
2025
Q4 		$528K Buy
+12,261
New +$485K ﹤0.01% 944

Other funds holding LGN

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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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

Sumitomo Mitsui Trust Group's LGN Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Legence Corp (LGN) stake by 17% in Q1 2026, buying an estimated $104K and bringing the position to 14,324 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Sumitomo Mitsui Trust Group 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.

  • Sumitomo Mitsui Trust Group held 14,324 shares of Legence Corp worth $809K as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 2,063 Legence Corp shares in Q1 2026, an estimated $104K.
  • Legence Corp made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #878 holding.
  • Sumitomo Mitsui Trust Group 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 Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.