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LRI Investments’s Mine Safety MSA Stock Holding History

LRI Investments’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.1K Buy
115
+2
+2% +$335 ﹤0.01% 767
2026
Q1 		$18.5K Hold
113
– – ﹤0.01% 715
2025
Q4 		$18.1K Hold
113
– – ﹤0.01% 734
2025
Q3 		$19.4K Hold
113
– – ﹤0.01% 730
2025
Q2 		$18.9K Hold
113
– – ﹤0.01% 723
2025
Q1 		$16.6K Hold
113
– – ﹤0.01% 707
2024
Q4 		$18.7K Hold
113
– – ﹤0.01% 678
2024
Q3 		$19.5K Hold
113
– – ﹤0.01% 655
2024
Q2 		$21.2K Hold
113
– – ﹤0.01% 593
2024
Q1 		$21.9K Buy
+113
New +$19.9K 0.01% 369

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

LRI Investments's MSA Position: Q2 2026 in Review

LRI Investments increased its Mine Safety (MSA) stake by 1.8% in Q2 2026, buying an estimated $335 and bringing the position to 115 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

LRI Investments first reported a position in MSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.9K in Q1 2024. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • LRI Investments held 115 shares of Mine Safety worth $20.1K as of Q2 2026.
  • LRI Investments bought 2 Mine Safety shares in Q2 2026, an estimated $335.
  • Mine Safety made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #767 holding.
  • LRI Investments first reported a position in Mine Safety in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Mine Safety position peaked at $21.9K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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