OIA
LB

OneDigital Investment Advisors’s LandBridge Co LB Stock Holding History

OneDigital Investment Advisors’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.45M Buy
35,439
+8,442
+31% +$537K 0.02% 427
2025
Q4 		$1.32M Sell
26,997
-3,345
-11% -$195K 0.01% 587
2025
Q3 		$1.62M Buy
30,342
+2,288
+8% +$126K 0.02% 505
2025
Q2 		$1.9M Sell
28,054
-2,433
-8% -$175K 0.02% 443
2025
Q1 		$2.19M Buy
30,487
+18,708
+159% +$1.32M 0.03% 385
2024
Q4 		$761K Buy
11,779
+1,979
+20% +$119K 0.01% 730
2024
Q3 		$383K Buy
+9,800
New +$330K ﹤0.01% 1042

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HKAM
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Fidelity Investments
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VPM
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return