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LRI Investments’s Trex TREX Stock Holding History

LRI Investments’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200 Buy
+4
New +$166 ﹤0.01% 1739

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BSI
Bennett Selby Investments Falmouth, Maine $313M AUM 12.03% 1-Year Est. Return

LRI Investments's TREX Position: Q2 2026 in Review

LRI Investments opened a new position in Trex (TREX) in Q2 2026: 4 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #1739 among its holdings.

143 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • LRI Investments held 4 shares of Trex worth $200 as of Q2 2026.
  • Trex was a new LRI Investments position in Q2 2026.
  • Trex made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1739 holding.
  • 143 funds tracked by Wall St. Rank held Trex as of Q2 2026.

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