Summit Securities Group’s Legence Corp LGN Stock Holding History

Summit Securities 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 Q3	$12.6K	Buy	+234	New	+$14.5K	﹤0.01%	776

Other funds holding LGN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Summit Securities Group's LGN Position: Q3 2026 in Review

Summit Securities Group opened a new position in Legence Corp (LGN) in Q3 2026: 234 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

110 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

Summit Securities Group held 234 shares of Legence Corp worth $12.6K as of Q3 2026.
Legence Corp was a new Summit Securities Group position in Q3 2026.
Legence Corp made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #776 holding.
110 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.