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LRI Investments’s XPO XPO Stock Holding History

LRI Investments’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.5K Buy
134
+14
+12% +$2.96K ﹤0.01% 684
2026
Q1 		$23.3K Buy
120
+51
+74% +$9.14K ﹤0.01% 658
2025
Q4 		$9.38K Buy
69
+28
+68% +$3.81K ﹤0.01% 886
2025
Q3 		$5.3K Buy
+41
New +$5.32K ﹤0.01% 1036

Other funds holding XPO

JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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 XPO Position: Q2 2026 in Review

LRI Investments increased its XPO (XPO) stake by 12% in Q2 2026, buying an estimated $2.96K and bringing the position to 134 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

LRI Investments first reported a position in XPO in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • LRI Investments held 134 shares of XPO worth $27.5K as of Q2 2026.
  • LRI Investments bought 14 XPO shares in Q2 2026, an estimated $2.96K.
  • XPO made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #684 holding.
  • LRI Investments first reported a position in XPO in Q3 2025 and has held it in 4 quarters since.
  • 236 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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