Russell Investments Group, Ltd. LGCY — Legacy Education Inc

Ownership history in Russell Investments Group, Ltd.  ·  8 quarters on record

AI Ownership Summary

Russell Investments Group, Ltd. reported Legacy Education Inc (LGCY) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows LGCY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Russell Investments Group, Ltd.'s position in Legacy Education Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LGCY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LGCY stock page Russell Investments Group, Ltd. fund profile Russell Investments Group, Ltd. full holdings
How Russell Investments Group, Ltd. held LGCY — position size vs. price
% of Fund (quarterly)    LGCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 6.1% -22.9% ✅ 186,092 -12,030 -6.1% 0.00% $2.2M 2026-08-06 $11.98
2026 Q1 ADDED — — — 198,122 +12,363 +6.7% 0.00% $2.5M 2026-05-08 $11.70
2025 Q4 ADDED — — — 185,759 +116,062 +166.5% 0.00% $1.9M 2026-02-17 $12.17
2025 Q3 REDUCED 61.7% +4.1% ❌ 69,697 -112,358 -61.7% 0.00% $667K 2025-11-13 $8.43
2025 Q2 ADDED — — — 182,055 +12,741 +7.5% 0.00% $2.0M 2025-08-13 $11.78
2025 Q1 REDUCED 17.4% +55.9% ❌ 169,314 -35,595 -17.4% 0.00% $1.2M 2025-05-13 $7.51
2024 Q4 ADDED — — — 204,909 +151,000 +280.1% 0.00% $1.7M 2025-02-13 $9.68
2024 Q3 INITIATED — — — 53,909 — — 0.00% $248K 2024-11-13 $5.66

🏢 Other funds also holding LGCY

As of 2026 Q2 — sorted by position size

Holos Integrated Wealth LLC 4.49% Mink Brook Asset Management LLC 2.02% BARD ASSOCIATES INC 3Y 7Y 1.16% Truffle Hound Capital, LLC 0.88% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.51% WHITE PINE CAPITAL LLC 3Y 7Y 0.39% Paradigm, Strategies in Wealth Management, LLC 3Y 0.29% Manatuck Hill Partners, LLC 3Y 7Y 0.17% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.13% Legato Capital Management LLC 3Y 7Y 0.11%

FAQ About Russell Investments Group, Ltd. and LGCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Russell Investments Group, Ltd. reported owning LGCY?

Russell Investments Group, Ltd. reported LGCY across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported LGCY position in Russell Investments Group, Ltd.'s portfolio?

The largest reported portfolio weight for LGCY was 0.00% in 2026 Q1.

What is the latest reported LGCY position on this page?

The most recent filing on this page is 2026 Q2, when Russell Investments Group, Ltd. reported 186,092 shares, equal to 0.00% of portfolio, with an estimated market value of $2.2M.

What does the chart on this LGCY ownership page compare?

The chart compares Russell Investments Group, Ltd.'s quarterly LGCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Russell Investments Group, Ltd. time their LGCY position?

Based on 13F filing dates vs. subsequent LGCY price moves, Russell Investments Group, Ltd. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on LGCY relative to SPY over the holding period was +31.8%.

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