CAPTRUST Financial Advisors
LCII icon

CAPTRUST Financial Advisors’s LCI Industries LCII Stock Holding History

CAPTRUST Financial Advisors’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 		$219K Buy
+1,780
New +$243K ﹤0.01% 2618
2024
Q1 		– Sell
-2,870
Closed -$361K – 2427
2023
Q4 		$361K Buy
2,870
+63
+2% +$7.25K ﹤0.01% 1987
2023
Q3 		$330K Sell
2,807
-649
-19% -$81.3K ﹤0.01% 1928
2023
Q2 		$437K Sell
3,456
-56
-2% -$6.41K ﹤0.01% 1697
2023
Q1 		$386K Sell
3,512
-60
-2% -$6.56K ﹤0.01% 1557
2022
Q4 		$330K Buy
3,572
+187
+6% +$18.4K ﹤0.01% 1580
2022
Q3 		$343K Buy
3,385
+708
+26% +$86.1K ﹤0.01% 1457
2022
Q2 		$300K Buy
2,677
+364
+16% +$39.8K ﹤0.01% 1429
2022
Q1 		$240K Buy
2,313
+822
+55% +$103K ﹤0.01% 1593
2021
Q4 		$232K Buy
1,491
+549
+58% +$81.7K ﹤0.01% 1539
2021
Q3 		$127K Buy
942
+23
+3% +$3.17K ﹤0.01% 1881
2021
Q2 		$121K Buy
919
+13
+1% +$1.82K ﹤0.01% 1873
2021
Q1 		$120K Buy
906
+726
+403% +$101K ﹤0.01% 1819
2020
Q4 		$23K Buy
180
+30
+20% +$3.69K ﹤0.01% 2180
2020
Q3 		$17K Buy
150
+20
+15% +$2.33K ﹤0.01% 2048
2020
Q2 		$15K Buy
+130
New +$12K ﹤0.01% 2051

Other funds holding LCII

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CAPTRUST Financial Advisors's LCII Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in LCI Industries (LCII) in Q1 2026: 1,780 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2618 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in LCII as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in LCII in Q2 2020 and has held it in 16 quarters since. The position peaked at $437K in Q2 2023. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • CAPTRUST Financial Advisors held 1,780 shares of LCI Industries worth $219K as of Q1 2026.
  • LCI Industries was a new CAPTRUST Financial Advisors position in Q1 2026.
  • LCI Industries made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2618 holding.
  • CAPTRUST Financial Advisors first reported a position in LCI Industries in Q2 2020 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's LCI Industries position peaked at $437K in Q2 2023.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.