UBS Group
LGCY

UBS Group’s Legacy Education Inc LGCY Stock Holding History

UBS Group’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Buy
18,501
+17,510
+1,767% +$207K ﹤0.01% 6551
2025
Q4 		$10.1K Buy
991
+705
+247% +$6.78K ﹤0.01% 8242
2025
Q3 		$2.74K Sell
286
-3,982
-93% -$46.5K ﹤0.01% 9128
2025
Q2 		$47.7K Sell
4,268
-3,350
-44% -$27.4K ﹤0.01% 7813
2025
Q1 		$54.6K Sell
7,618
-5,987
-44% -$47.1K ﹤0.01% 7520
2024
Q4 		$113K Buy
+13,605
New +$90.3K ﹤0.01% 6792

Other funds holding LGCY

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

UBS Group's LGCY Position: Q1 2026 in Review

UBS Group increased its Legacy Education Inc (LGCY) stake by 1,767% in Q1 2026, buying an estimated $207K and bringing the position to 18,501 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #6551.

UBS Group first reported a position in LGCY in Q4 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • UBS Group held 18,501 shares of Legacy Education Inc worth $232K as of Q1 2026.
  • UBS Group bought 17,510 Legacy Education Inc shares in Q1 2026, an estimated $207K.
  • Legacy Education Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6551 holding.
  • UBS Group first reported a position in Legacy Education Inc in Q4 2024 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.