LI
BRSP

LRI Investments’s BrightSpire Capital BRSP Stock Holding History

LRI Investments’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.8K Hold
1,248
– – ﹤0.01% 1077
2026
Q1 		$6.99K Hold
1,248
– – ﹤0.01% 986
2025
Q4 		$6.99K Hold
1,248
– – ﹤0.01% 966
2025
Q3 		$6.78K Hold
1,248
– – ﹤0.01% 962
2025
Q2 		$6.3K Hold
1,248
– – ﹤0.01% 956
2025
Q1 		$6.94K Hold
1,248
– – ﹤0.01% 863
2024
Q4 		$7.04K Hold
1,248
– – ﹤0.01% 844
2024
Q3 		$7.85K Hold
1,248
– – ﹤0.01% 829
2024
Q2 		$7.11K Hold
1,248
– – ﹤0.01% 813
2024
Q1 		$8.6K Buy
+1,248
New +$8.72K ﹤0.01% 537

Other funds holding BRSP

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return

LRI Investments's BRSP Position: Q2 2026 in Review

LRI Investments held its BrightSpire Capital (BRSP) position steady in Q2 2026 at 1,248 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

LRI Investments first reported a position in BRSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.6K in Q1 2024. 23 funds tracked by Wall St. Rank hold BRSP as of Q2 2026.

  • LRI Investments held 1,248 shares of BrightSpire Capital worth $6.8K as of Q2 2026.
  • LRI Investments left its BrightSpire Capital share count unchanged in Q2 2026.
  • BrightSpire Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1077 holding.
  • LRI Investments first reported a position in BrightSpire Capital in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's BrightSpire Capital position peaked at $8.6K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held BrightSpire Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.