RhumbLine Advisers’s Lion Group Holding LGHL Stock Holding History

RhumbLine Advisers’s Portfolio LGHL Stock Details LGHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1	Closed	-$470	–	4138
2025 Q4	$470	Buy	+1	New	+$1.77K	﹤0.01%	4059
2025 Q3	–	Hold	0	–	–	–	4043
2025 Q2	–	Hold	0	–	–	–	4026
2025 Q1	–	Hold	0	–	–	–	4025
2024 Q4	–	Hold	0	–	–	–	3999
2024 Q3	–	Hold	0	–	–	–	4005
2024 Q2	–	Hold	0	–	–	–	4073
2024 Q1	–	Hold	0	–	–	–	4086
2023 Q4	–	Hold	0	–	–	–	4033
2023 Q3	–	Hold	0	–	–	–	4223
2023 Q2	–	Hold	0	–	–	–	4238

Other funds holding LGHL

SmartHarvest Portfolios Poulsbo, Washington $309M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RhumbLine Advisers's LGHL Position: Q1 2026 in Review

RhumbLine Advisers sold out of Lion Group Holding (LGHL) in Q1 2026, closing a stake of 1 share — an estimated $470 sold.

RhumbLine Advisers first reported a position in LGHL in Q4 2025 and held it in 1 quarter. The position peaked at $470 in Q4 2025. 3 funds tracked by Wall St. Rank hold LGHL as of Q1 2026.

RhumbLine Advisers reported no remaining Lion Group Holding position as of Q1 2026 after selling out during the quarter.
RhumbLine Advisers sold 1 Lion Group Holding share in Q1 2026, an estimated $470.
RhumbLine Advisers first reported a position in Lion Group Holding in Q4 2025 and held it in 1 quarter.
RhumbLine Advisers's Lion Group Holding position peaked at $470 in Q4 2025.
3 funds tracked by Wall St. Rank held Lion Group Holding as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.