Westfield Capital Management
LGN

Westfield Capital Management’s Legence Corp LGN Stock Holding History

Westfield Capital Management’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 		$114M Sell
1,341,963
-519,690
-28% -$42.3M 0.37% 73
2026
Q1 		$105M Buy
1,861,653
+248,327
+15% +$12.5M 0.44% 66
2025
Q4 		$69.4M Buy
+1,613,326
New +$63.8M 0.29% 119

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JT
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Franklin Resources
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Vanguard Portfolio Management
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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

Westfield Capital Management's LGN Position: Q2 2026 in Review

Westfield Capital Management reduced its Legence Corp (LGN) stake by 28% in Q2 2026, selling an estimated $42.3M and leaving 1,341,963 shares worth $114M. The position accounts for 0.37% of the portfolio, ranked #73.

Westfield Capital Management first reported a position in LGN in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Westfield Capital Management held 1,341,963 shares of Legence Corp worth $114M as of Q2 2026.
  • Westfield Capital Management sold 519,690 Legence Corp shares in Q2 2026, an estimated $42.3M.
  • Legence Corp made up 0.37% of Westfield Capital Management's portfolio in Q2 2026, its #73 holding.
  • Westfield Capital Management first reported a position in Legence Corp in Q4 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.