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
Q2 		$1.22M Hold
14,324
– – ﹤0.01% 861
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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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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

Sumitomo Mitsui Trust Group's LGN Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Legence Corp (LGN) position steady in Q2 2026 at 14,324 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Sumitomo Mitsui Trust Group first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 14,324 shares of Legence Corp worth $1.22M as of Q2 2026.
  • Sumitomo Mitsui Trust Group left its Legence Corp share count unchanged in Q2 2026.
  • Legence Corp made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #861 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.