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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
Q2 		$3.24M Buy
+38,000
New +$3.1M 0.22% 60
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

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

Symmetry Investments's LGN Position: Q2 2026 in Review

Symmetry Investments opened a new position in Legence Corp (LGN) in Q2 2026: 38,000 shares worth $3.24M. The stake represents 0.22% of the portfolio and ranks #60 among its holdings. This is a return to the name: Symmetry Investments previously reported a position in LGN as recently as Q4 2025.

Symmetry Investments first reported a position in LGN in Q3 2025 and has held it in 3 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Symmetry Investments held 38,000 shares of Legence Corp worth $3.24M as of Q2 2026.
  • Legence Corp was a new Symmetry Investments position in Q2 2026.
  • Legence Corp made up 0.22% of Symmetry Investments's portfolio in Q2 2026, its #60 holding.
  • Symmetry Investments first reported a position in Legence Corp in Q3 2025 and has held it in 3 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.