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Bernard Wealth Management’s Lear LEA Stock Holding History

Bernard Wealth Management’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-50
Closed -$4.75K – 344
2025
Q2 		$4.75K Hold
50
– – ﹤0.01% 236
2025
Q1 		$4.41K Hold
50
– – ﹤0.01% 260
2024
Q4 		$4.74K Buy
+50
New +$4.98K ﹤0.01% 238

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
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

Bernard Wealth Management's LEA Position: Q3 2025 in Review

Bernard Wealth Management sold out of Lear (LEA) in Q3 2025, closing a stake of 50 shares — an estimated $4.75K sold.

Bernard Wealth Management first reported a position in LEA in Q4 2024 and held it in 3 quarters. The position peaked at $4.75K in Q2 2025. 420 funds tracked by Wall St. Rank hold LEA as of Q3 2025.

  • Bernard Wealth Management reported no remaining Lear position as of Q3 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 50 Lear shares in Q3 2025, an estimated $4.75K.
  • Bernard Wealth Management first reported a position in Lear in Q4 2024 and held it in 3 quarters.
  • Bernard Wealth Management's Lear position peaked at $4.75K in Q2 2025.
  • 420 funds tracked by Wall St. Rank held Lear as of Q3 2025.

Based on Bernard Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.