Dakota Wealth Management
LION icon

Dakota Wealth Management’s Lionsgate Studios LION Stock Holding History

Dakota 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
Q3 		– Sell
-143,066
Closed -$2.19M – 824
2026
Q2 		$2.19M Buy
143,066
+82,936
+138% +$1.07M 0.04% 296
2026
Q1 		$577K Buy
+60,130
New +$555K 0.01% 517

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Vanguard Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Anson Funds Management
Anson Funds Management Dallas, Texas $1.82B AUM 38.85% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return

Dakota Wealth Management's LION Position: Q3 2026 in Review

Dakota Wealth Management sold out of Lionsgate Studios (LION) in Q3 2026, closing a stake of 143,066 shares — an estimated $2.19M sold.

Dakota Wealth Management first reported a position in LION in Q1 2026 and held it in 2 quarters. The position peaked at $2.19M in Q2 2026. 221 funds tracked by Wall St. Rank hold LION as of Q3 2026.

  • Dakota Wealth Management reported no remaining Lionsgate Studios position as of Q3 2026 after selling out during the quarter.
  • Dakota Wealth Management sold 143,066 Lionsgate Studios shares in Q3 2026, an estimated $2.19M.
  • Dakota Wealth Management first reported a position in Lionsgate Studios in Q1 2026 and held it in 2 quarters.
  • Dakota Wealth Management's Lionsgate Studios position peaked at $2.19M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Lionsgate Studios as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.