RhumbLine Advisers
LGHL

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
-20
Closed -$470 – 4138
2025
Q4 		$470 Buy
20
+15
+300% +$1.33K ﹤0.01% 4059
2025
Q3 		$723 Buy
5
+2
+67% +$532 ﹤0.01% 4043
2025
Q2 		$1.18K Hold
3
– – ﹤0.01% 4026
2025
Q1 		$1.11K Hold
3
– – ﹤0.01% 4025
2024
Q4 		$3.28K Hold
3
– – ﹤0.01% 3999
2024
Q3 		$4.12K Buy
3
+1
+50% +$1.67K ﹤0.01% 4005
2024
Q2 		$5.45K Buy
+2
New +$6.36K ﹤0.01% 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

SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
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
Morgan Stanley New York $1.66T AUM 25.57% 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 20 shares — an estimated $470 sold.

RhumbLine Advisers first reported a position in LGHL in Q2 2024 and held it in 7 quarters. The position peaked at $5.45K in Q2 2024. 4 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 20 Lion Group Holding shares in Q1 2026, an estimated $470.
  • RhumbLine Advisers first reported a position in Lion Group Holding in Q2 2024 and held it in 7 quarters.
  • RhumbLine Advisers's Lion Group Holding position peaked at $5.45K in Q2 2024.
  • 4 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.