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Bard Associates’s LGL Group LGL Stock Holding History

Bard Associates’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.4M Sell
489,857
-1,975
-0.4% -$13.6K 0.85% 38
2025
Q4 		$2.83M Sell
491,832
-16,351
-3% -$99.2K 0.73% 50
2025
Q3 		$3.39M Sell
508,183
-7,198
-1% -$50.2K 0.9% 44
2025
Q2 		$3.93M Sell
515,381
-24,650
-5% -$166K 1.26% 25
2025
Q1 		$3.53M Buy
540,031
+331
+0.1% +$2.18K 1.32% 21
2024
Q4 		$3.22M Buy
539,700
+8,098
+2% +$48.3K 1.09% 27
2024
Q3 		$3.26M Buy
531,602
+2,041
+0.4% +$11.6K 1.11% 26
2024
Q2 		$2.84M Buy
529,561
+110
+0% +$595 1.09% 29
2024
Q1 		$3.36M Buy
529,451
+111,665
+27% +$693K 1.21% 22
2023
Q4 		$2.57M Buy
417,786
+121,403
+41% +$593K 0.97% 36
2023
Q3 		$1.27M Buy
296,383
+14,265
+5% +$67.9K 0.53% 68
2023
Q2 		$1.34M Sell
282,118
-480
-0.2% -$2.18K 0.52% 66
2023
Q1 		$1.21M Buy
282,598
+9,000
+3% +$40.1K 0.5% 66
2022
Q4 		$1.11M Sell
273,598
-344,512
-56% -$1.6M 0.48% 71
2022
Q3 		$2.64M Buy
618,110
+402,441
+187% +$2.02M 1.19% 28
2022
Q2 		$1.06M Buy
+215,669
New +$913K 0.45% 80

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bard Associates's LGL Position: Q1 2026 in Review

Bard Associates reduced its LGL Group (LGL) stake by 0.4% in Q1 2026, selling an estimated $13.6K and leaving 489,857 shares worth $3.4M. The position accounts for 0.85% of the portfolio, ranked #38.

Bard Associates first reported a position in LGL in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.93M in Q2 2025. 16 funds tracked by Wall St. Rank hold LGL as of Q1 2026.

  • Bard Associates held 489,857 shares of LGL Group worth $3.4M as of Q1 2026.
  • Bard Associates sold 1,975 LGL Group shares in Q1 2026, an estimated $13.6K.
  • LGL Group made up 0.85% of Bard Associates's portfolio in Q1 2026, its #38 holding.
  • Bard Associates first reported a position in LGL Group in Q2 2022 and has held it in 16 quarters since.
  • Bard Associates's LGL Group position peaked at $3.93M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held LGL Group as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.