SI
LGN

Symmetry Investments’s Legence Corp LGN Stock Holding History

Symmetry Investments’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 		– Sell
-9,750
Closed -$420K – 201
2025
Q4 		$420K Buy
9,750
+1,750
+22% +$69.2K 0.04% 142
2025
Q3 		$246K Buy
+8,000
New +$252K 0.01% 136

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Fidelity Investments
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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
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Symmetry Investments's LGN Position: Q1 2026 in Review

Symmetry Investments sold out of Legence Corp (LGN) in Q1 2026, closing a stake of 9,750 shares — an estimated $420K sold.

Symmetry Investments first reported a position in LGN in Q3 2025 and held it in 2 quarters. The position peaked at $420K in Q4 2025. 197 funds tracked by Wall St. Rank hold LGN as of Q1 2026.

  • Symmetry Investments reported no remaining Legence Corp position as of Q1 2026 after selling out during the quarter.
  • Symmetry Investments sold 9,750 Legence Corp shares in Q1 2026, an estimated $420K.
  • Symmetry Investments first reported a position in Legence Corp in Q3 2025 and held it in 2 quarters.
  • Symmetry Investments's Legence Corp position peaked at $420K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Legence Corp as of Q1 2026.

Based on Symmetry Investments's 13F filing for Q1 2026, filed 15 May 2026.