WLG
LGN

Williamson Legacy Group’s Legence Corp LGN Stock Holding History

Williamson Legacy Group’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 		$3.52M Buy
+41,267
New +$3.36M 1.75% 20

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
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

Williamson Legacy Group's LGN Position: Q2 2026 in Review

Williamson Legacy Group opened a new position in Legence Corp (LGN) in Q2 2026: 41,267 shares worth $3.52M. The stake represents 1.75% of the portfolio and ranks #20 among its holdings.

267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • Williamson Legacy Group held 41,267 shares of Legence Corp worth $3.52M as of Q2 2026.
  • Legence Corp was a new Williamson Legacy Group position in Q2 2026.
  • Legence Corp made up 1.75% of Williamson Legacy Group's portfolio in Q2 2026, its #20 holding.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.