SVB Wealth’s Legacy Housing LEGH Stock Holding History

SVB Wealth’s Portfolio LEGH Stock Details LEGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-72	Closed	-$1.82K	–	1118
2025 Q1	$1.82K	Buy	+72	New	+$1.83K	﹤0.01%	1253

Other funds holding LEGH

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SVB Wealth's LEGH Position: Q2 2025 in Review

SVB Wealth sold out of Legacy Housing (LEGH) in Q2 2025, closing a stake of 72 shares — an estimated $1.82K sold.

SVB Wealth first reported a position in LEGH in Q1 2025 and held it in 1 quarter. The position peaked at $1.82K in Q1 2025. 116 funds tracked by Wall St. Rank hold LEGH as of Q2 2025.

SVB Wealth reported no remaining Legacy Housing position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 72 Legacy Housing shares in Q2 2025, an estimated $1.82K.
SVB Wealth first reported a position in Legacy Housing in Q1 2025 and held it in 1 quarter.
SVB Wealth's Legacy Housing position peaked at $1.82K in Q1 2025.
116 funds tracked by Wall St. Rank held Legacy Housing as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.