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 $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return