LRI Investments’s Crane NXT CXT Stock Holding History

LRI Investments’s Portfolio CXT Stock Details CXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.5K	Buy	635 +3	+0.5%	+$128	﹤0.01%	633
2026 Q1	$25.7K	Hold	632	–	–	﹤0.01%	641
2025 Q4	$29.7K	Hold	632	–	–	﹤0.01%	628
2025 Q3	$42.4K	Hold	632	–	–	﹤0.01%	589
2025 Q2	$34.1K	Hold	632	–	–	﹤0.01%	613
2025 Q1	$32.5K	Hold	632	–	–	﹤0.01%	602
2024 Q4	$36.8K	Hold	632	–	–	﹤0.01%	577
2024 Q3	$34.9K	Hold	632	–	–	﹤0.01%	562
2024 Q2	$38.8K	Buy	632 +600	+1,875%	+$36.8K	﹤0.01%	509
2024 Q1	$1.98K	Buy	+32	New	+$1.88K	﹤0.01%	751

Other funds holding CXT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return