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Root Financial Partners’s LCI Industries LCII Stock Holding History

Root Financial Partners’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 		$14.5K Buy
118
+13
+12% +$1.78K ﹤0.01% 1501
2025
Q4 		$12.7K Buy
105
+10
+11% +$1.06K ﹤0.01% 1397
2025
Q3 		$8.85K Buy
+95
New +$9.49K ﹤0.01% 1500

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

Root Financial Partners's LCII Position: Q1 2026 in Review

Root Financial Partners increased its LCI Industries (LCII) stake by 12% in Q1 2026, buying an estimated $1.78K and bringing the position to 118 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Root Financial Partners first reported a position in LCII in Q3 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold LCII as of Q1 2026.

  • Root Financial Partners held 118 shares of LCI Industries worth $14.5K as of Q1 2026.
  • Root Financial Partners bought 13 LCI Industries shares in Q1 2026, an estimated $1.78K.
  • LCI Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1501 holding.
  • Root Financial Partners first reported a position in LCI Industries in Q3 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held LCI Industries as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.