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LRI Investments’s Sana Biotechnology SANA Stock Holding History

LRI Investments’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.9K Hold
10,000
– – ﹤0.01% 615
2026
Q1 		$28.8K Hold
10,000
– – ﹤0.01% 615
2025
Q4 		$40.7K Buy
+10,000
New +$44.8K ﹤0.01% 580

Other funds holding SANA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAM
Prodigy Asset Management Omaha, Nebraska $332M AUM 10.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LRI Investments's SANA Position: Q2 2026 in Review

LRI Investments held its Sana Biotechnology (SANA) position steady in Q2 2026 at 10,000 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

LRI Investments first reported a position in SANA in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.7K in Q4 2025. 8 funds tracked by Wall St. Rank hold SANA as of Q2 2026.

  • LRI Investments held 10,000 shares of Sana Biotechnology worth $34.9K as of Q2 2026.
  • LRI Investments left its Sana Biotechnology share count unchanged in Q2 2026.
  • Sana Biotechnology made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #615 holding.
  • LRI Investments first reported a position in Sana Biotechnology in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Sana Biotechnology position peaked at $40.7K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Sana Biotechnology as of Q2 2026.

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