Caldwell Sutter Capital’s LGL Group LGL Stock Holding History

Caldwell Sutter Capital’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	$562K	Hold	80,851	–	–	0.23%	106
2025 Q4	$465K	Sell	80,851 -2	-0%	-$12	0.2%	122
2025 Q3	$539K	Hold	80,853	–	–	0.23%	112
2025 Q2	$616K	Sell	80,853 -2,364	-3%	-$15.9K	0.28%	94
2025 Q1	$543K	Sell	83,217 -20,018	-19%	-$132K	0.26%	105
2024 Q4	$616K	Sell	103,235 -3,256	-3%	-$19.4K	0.29%	96
2024 Q3	$653K	Hold	106,491	–	–	0.3%	89
2024 Q2	$572K	Hold	106,491	–	–	0.28%	98
2024 Q1	$676K	Sell	106,491 -1,406	-1%	-$8.72K	0.33%	85
2023 Q4	$662K	Buy	107,897 +8,977	+9%	+$43.8K	0.34%	85
2023 Q3	$424K	Buy	98,920 +41,625	+73%	+$198K	0.23%	108
2023 Q2	$273K	Buy	57,295 +23,056	+67%	+$105K	0.14%	147
2023 Q1	$147K	Buy	+34,239	New	+$152K	0.11%	160

Other funds holding LGL

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

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 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Caldwell Sutter Capital's LGL Position: Q1 2026 in Review

Caldwell Sutter Capital held its LGL Group (LGL) position steady in Q1 2026 at 80,851 shares worth $562K. The position accounts for 0.23% of the portfolio, ranked #106.

Caldwell Sutter Capital first reported a position in LGL in Q1 2023 and has held it in 13 quarters since. The position peaked at $676K in Q1 2024. 16 funds tracked by Wall St. Rank hold LGL as of Q1 2026.

Caldwell Sutter Capital held 80,851 shares of LGL Group worth $562K as of Q1 2026.
Caldwell Sutter Capital left its LGL Group share count unchanged in Q1 2026.
LGL Group made up 0.23% of Caldwell Sutter Capital's portfolio in Q1 2026, its #106 holding.
Caldwell Sutter Capital first reported a position in LGL Group in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's LGL Group position peaked at $676K in Q1 2024.
16 funds tracked by Wall St. Rank held LGL Group as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.