Position in LGCY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,488,703
New position
Shares Held
118,906
first reported quarter
Ownership
0.940%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 58 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $201,926,983 across 8 Education & Training Services names. LGCY ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRA |
Strategic Education, Inc.
|
1,408,203 | $116,824,519 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
461,600 | $78,485,845 | |
| 3 | CVSA |
Covista Inc.
|
20,476 | $2,359,858 | |
| 4 | LGCY |
Legacy Education Inc.
This page
|
118,906 | $1,488,703 | |
| 5 | LRN |
Stride, Inc.
|
15,501 | $1,366,721 | |
| 6 | UTI |
Universal Technical Institute Inc
|
23,124 | $834,776 | |
| 7 | LAUR |
Laureate Education, Inc.
|
9,325 | $324,883 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
6,495 | $241,678 |
All Filings in LGCY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,488,703 | 118,906 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||