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Cassaday & Co Wealth Management’s Lionsgate Studios LION Stock Holding History

Cassaday & Co Wealth Management’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169 Hold
11
– – ﹤0.01% 1233
2026
Q1 		$106 Buy
+11
New +$102 ﹤0.01% 1325

Other funds holding LION

MFM
MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return
L7C
Liberty 77 Capital Washington, District of Columbia $1.75B AUM 88.73% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cassaday & Co Wealth Management's LION Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Lionsgate Studios (LION) position steady in Q2 2026 at 11 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Cassaday & Co Wealth Management first reported a position in LION in Q1 2026 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold LION as of Q2 2026.

  • Cassaday & Co Wealth Management held 11 shares of Lionsgate Studios worth $169 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Lionsgate Studios share count unchanged in Q2 2026.
  • Lionsgate Studios made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1233 holding.
  • Cassaday & Co Wealth Management first reported a position in Lionsgate Studios in Q1 2026 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Lionsgate Studios as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.