Allworth Financial’s LCI Industries LCII Stock Holding History

Allworth Financial’s Portfolio LCII Stock Details LCII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3K	Buy	84 +1	+1%	+$137	﹤0.01%	3476
2025 Q4	$10.1K	Hold	83	–	–	﹤0.01%	3264
2025 Q3	$7.73K	Buy	83 +34	+69%	+$3.4K	﹤0.01%	3293
2025 Q2	$4.47K	Buy	49 +14	+40%	+$1.19K	﹤0.01%	3322
2025 Q1	$2.8K	Sell	35 -122	-78%	-$12.3K	﹤0.01%	3064
2024 Q4	$16.6K	Sell	157 -9	-5%	-$1.04K	﹤0.01%	2203
2024 Q3	$20K	Hold	166	–	–	﹤0.01%	1911
2024 Q2	$18K	Sell	166 -7	-4%	-$756	﹤0.01%	1950
2024 Q1	$21.3K	Buy	173 +36	+26%	+$4.24K	﹤0.01%	1738
2023 Q4	$17.2K	Sell	137 -6	-4%	-$690	﹤0.01%	1725
2023 Q3	$16.8K	Buy	143 +11	+8%	+$1.38K	﹤0.01%	1636
2023 Q2	$16.7K	Hold	132	–	–	﹤0.01%	1652
2023 Q1	$14.5K	Hold	132	–	–	﹤0.01%	1635
2022 Q4	$12.2K	Buy	132 +129	+4,300%	+$12.7K	﹤0.01%	1626
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2897
2022 Q2	$0	Sell	3 -9	-75%	-$984	﹤0.01%	2611
2022 Q1	$1K	Buy	+12	New	+$1.5K	﹤0.01%	1959

Other funds holding LCII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return