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Legence Corp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Legence Corp shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Legence Corp

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All positions including Legence Corp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legence Corp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $463 15 30.87

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Legence Corp

Blackstone Group
FMR
Massachusetts Financial Services
Henderson Group
Vanguard Group
Franklin Resources
Alliancebernstein
Bamco
Merewether Investment Management
Bnp Paribas Investment Partners
Adage Capital Partners GP
TimesSquare Capital Management
Yaupon Capital Management
Arrowpoint Asset Management
Zimmer Partners

View all funds holding Legence Corp