LFP
PRHI

Lakeshore Financial Planning’s Presurance Holdings PRHI Stock Holding History

Lakeshore Financial Planning’s Portfolio PRHI Stock Details PRHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,457
Closed -$7.27K – 88
2025
Q4 		$7.27K Hold
1,457
– – ﹤0.01% 86
2025
Q3 		$12.4K Hold
1,457
– – ﹤0.01% 82
2025
Q2 		$7.39K Hold
1,457
– – ﹤0.01% 77
2025
Q1 		$5.21K Hold
1,457
– – ﹤0.01% 78
2024
Q4 		$11.9K Hold
1,457
– – 0.01% 79
2024
Q3 		$11.1K Hold
1,457
– – ﹤0.01% 74
2024
Q2 		$7.66K Hold
1,457
– – ﹤0.01% 68
2024
Q1 		$11.5K Hold
1,457
– – 0.01% 68
2023
Q4 		$11.2K Hold
1,457
– – 0.01% 62
2023
Q3 		$11.7K Buy
+1,457
New +$14.2K 0.01% 62

Other funds holding PRHI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.21B AUM 33.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lakeshore Financial Planning's PRHI Position: Q1 2026 in Review

Lakeshore Financial Planning sold out of Presurance Holdings (PRHI) in Q1 2026, closing a stake of 1,457 shares — an estimated $7.27K sold.

Lakeshore Financial Planning first reported a position in PRHI in Q3 2023 and held it in 10 quarters. The position peaked at $12.4K in Q3 2025. 14 funds tracked by Wall St. Rank hold PRHI as of Q1 2026.

  • Lakeshore Financial Planning reported no remaining Presurance Holdings position as of Q1 2026 after selling out during the quarter.
  • Lakeshore Financial Planning sold 1,457 Presurance Holdings shares in Q1 2026, an estimated $7.27K.
  • Lakeshore Financial Planning first reported a position in Presurance Holdings in Q3 2023 and held it in 10 quarters.
  • Lakeshore Financial Planning's Presurance Holdings position peaked at $12.4K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Presurance Holdings as of Q1 2026.

Based on Lakeshore Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.