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Newbridge Financial Services Group’s LCI Industries LCII Stock Holding History

Newbridge Financial Services Group’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$1.4K – 1222
2025
Q4 		$1.4K Buy
12
+1
+9% +$106 ﹤0.01% 1049
2025
Q3 		$1.06K Hold
11
– – ﹤0.01% 1181
2025
Q2 		$1.03K Sell
11
-35
-76% -$2.98K ﹤0.01% 1196
2025
Q1 		$4.02K Buy
46
+1
+2% +$100 ﹤0.01% 825
2024
Q4 		$4.69K Buy
45
+11
+32% +$1.27K ﹤0.01% 875
2024
Q3 		$4.1K Buy
+34
New +$3.84K ﹤0.01% 518
2022
Q2 		– Sell
-72
Closed -$8K – 1446
2022
Q1 		$8K Hold
72
– – ﹤0.01% 991
2021
Q4 		$11K Buy
72
+1
+1% +$149 0.01% 896
2021
Q3 		$10K Buy
+71
New +$9.8K 0.01% 869

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Newbridge Financial Services Group's LCII Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of LCI Industries (LCII) in Q1 2026, closing a stake of 12 shares — an estimated $1.4K sold.

Newbridge Financial Services Group first reported a position in LCII in Q3 2021 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining LCI Industries position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 12 LCI Industries shares in Q1 2026, an estimated $1.4K.
  • Newbridge Financial Services Group first reported a position in LCI Industries in Q3 2021 and held it in 9 quarters.
  • Newbridge Financial Services Group's LCI Industries position peaked at $11K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.