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Legence Corp shares owned by Sona Asset Management

Quarter-by-quarter ownership of Legence Corp (LGN) shares owned by Sona Asset Management from 13F filings

Historical chart of Sona Asset Management investment in Legence Corp

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All positions including Legence Corp held by Sona Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legence Corp by Sona Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $646k 15k 43.04

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Ishares Tr Iboxx Inv Cp Etf (LQD)
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Intel Corporation (INTC)
On Semiconductor Corp Note 0.500% 3/0 (Principal)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Norfolk Southern (NSC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Etsy Note 0.125%10/0 (Principal)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Itron Note3/1 (Principal)
PNM Resources (TXNM)
Akamai Technologies Note 0.375% 9/0 (Principal)
Ishares Msci Brazil Etf Call Option (EWZ)
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT)
Ishares Tr Russell 2000 Etf Put Option (IWM)

View all positions for Sona Asset Management

Top funds holding Legence Corp

Blackstone Group
FMR
Vanguard Group
BlackRock
Massachusetts Financial Services
Henderson Group
Westfield Capital Management Company
Munro Partners
Alliancebernstein
Bamco
Franklin Resources
Merewether Investment Management
Adage Capital Partners GP
Bnp Paribas Investment Partners
Loomis, Sayles and

View all funds holding Legence Corp