LRI Investments’s EchoStar ECHO Stock Holding History

LRI Investments’s Portfolio ECHO Stock Details ECHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41K	Buy	404 +230	+132%	+$28.1K	﹤0.01%	588
2026 Q1	$20.4K	Hold	174	–	–	﹤0.01%	688
2025 Q4	$18.9K	Buy	+174	New	+$14.2K	﹤0.01%	717

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

LRI Investments's ECHO Position: Q2 2026 in Review

LRI Investments increased its EchoStar (ECHO) stake by 132% in Q2 2026, buying an estimated $28.1K and bringing the position to 404 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

LRI Investments first reported a position in ECHO in Q4 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

LRI Investments held 404 shares of EchoStar worth $41K as of Q2 2026.
LRI Investments bought 230 EchoStar shares in Q2 2026, an estimated $28.1K.
EchoStar made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #588 holding.
LRI Investments first reported a position in EchoStar in Q4 2025 and has held it in 3 quarters since.
317 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

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