Position in LGCY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$273,524
+$235,221 QoQ
Shares Held
21,847
+481.2% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#33
of 58 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LGCY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $296,893,975 across 20 Education & Training Services names. LGCY ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
6,296,495 | $71,591,147 | |
| 2 | LRN |
Stride, Inc.
|
594,168 | $52,387,792 | |
| 3 | APEI |
American Public Education Inc
|
761,601 | $43,319,864 | |
| 4 | CVSA |
Covista Inc.
|
228,136 | $26,292,672 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
143,704 | $24,433,989 | |
| 6 | EDU |
New Oriental Education & Technology Group Inc.
|
421,185 | $23,851,706 | |
| 7 | LAUR |
Laureate Education, Inc.
|
397,856 | $13,861,299 | |
| 8 | UTI |
Universal Technical Institute Inc
|
254,586 | $9,190,554 |
All Filings in LGCY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,524 | 21,847 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $38,303 | 3,759 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $51,409 | 5,372 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $68,957 | 6,168 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $34,839 | 4,859 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $40,718 | 4,894 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||