LI
VCX

LRI Investments’s Fundrise Innovation Fund VCX Stock Holding History

LRI Investments’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Buy
+295
New +$42.2K ﹤0.01% 700

Other funds holding VCX

LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

LRI Investments's VCX Position: Q2 2026 in Review

LRI Investments opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 295 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings.

9 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • LRI Investments held 295 shares of Fundrise Innovation Fund worth $25.5K as of Q2 2026.
  • Fundrise Innovation Fund was a new LRI Investments position in Q2 2026.
  • Fundrise Innovation Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #700 holding.
  • 9 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

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