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Legence Corp shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Legence Corp (LGN) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Legence Corp

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All positions including Legence Corp held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legence Corp by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $75k 750 99.38

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Top funds holding Legence Corp

Blackstone Group
Henderson Group
FMR
Vanguard Group
BlackRock
Franklin Resources
Massachusetts Financial Services
Westfield Capital Management Company
Vanguard Capital Management
Vanguard Portfolio Management
Bamco
Bnp Paribas Investment Partners
Loomis, Sayles and
Geode Capital Management
Mirae Asset Global Etfs Holdings

View all funds holding Legence Corp