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LRI Investments’s Westwood Holdings Group WHG Stock Holding History

LRI Investments’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134K Buy
+7,000
New +$118K 0.01% 404

Other funds holding WHG

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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 WHG Position: Q2 2026 in Review

LRI Investments opened a new position in Westwood Holdings Group (WHG) in Q2 2026: 7,000 shares worth $134K. The stake represents 0.01% of the portfolio and ranks #404 among its holdings.

5 funds tracked by Wall St. Rank hold WHG as of Q2 2026.

  • LRI Investments held 7,000 shares of Westwood Holdings Group worth $134K as of Q2 2026.
  • Westwood Holdings Group was a new LRI Investments position in Q2 2026.
  • Westwood Holdings Group made up 0.01% of LRI Investments's portfolio in Q2 2026, its #404 holding.
  • 5 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2026.

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