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LRI Investments’s Pacific Biosciences PACB Stock Holding History

LRI Investments’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286 Hold
170
– – ﹤0.01% 1663
2026
Q1 		$224 Hold
170
– – ﹤0.01% 1396
2025
Q4 		$318 Buy
+170
New +$327 ﹤0.01% 1331

Other funds holding PACB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
BLAM
Bourne Lent Asset Management Pawling, New York $289M AUM 30.86% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
KWM
Koa Wealth Management Encinitas, California $147M AUM 18.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's PACB Position: Q2 2026 in Review

LRI Investments held its Pacific Biosciences (PACB) position steady in Q2 2026 at 170 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

LRI Investments first reported a position in PACB in Q4 2025 and has held it in 3 quarters since. The position peaked at $318 in Q4 2025. 49 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

  • LRI Investments held 170 shares of Pacific Biosciences worth $286 as of Q2 2026.
  • LRI Investments left its Pacific Biosciences share count unchanged in Q2 2026.
  • Pacific Biosciences made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1663 holding.
  • LRI Investments first reported a position in Pacific Biosciences in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Pacific Biosciences position peaked at $318 in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

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