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LRI Investments’s US Global Investors GROW Stock Holding History

LRI Investments’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2K Buy
+10,000
New +$27.2K ﹤0.01% 648

Other funds holding GROW

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

LRI Investments's GROW Position: Q2 2026 in Review

LRI Investments opened a new position in US Global Investors (GROW) in Q2 2026: 10,000 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings.

7 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

  • LRI Investments held 10,000 shares of US Global Investors worth $31.2K as of Q2 2026.
  • US Global Investors was a new LRI Investments position in Q2 2026.
  • US Global Investors made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #648 holding.
  • 7 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

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