Root Financial Partners
LCII icon

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
Q3 		$11.5K Buy
+137
New +$13.7K ﹤0.01% 1851
2026
Q2 		– Sell
-118
Closed -$14.5K – 1941
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 $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's LCII Position: Q3 2026 in Review

Root Financial Partners opened a new position in LCI Industries (LCII) in Q3 2026: 137 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #1851 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LCII as recently as Q1 2026.

Root Financial Partners first reported a position in LCII in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q1 2026. 247 funds tracked by Wall St. Rank hold LCII as of Q3 2026.

  • Root Financial Partners held 137 shares of LCI Industries worth $11.5K as of Q3 2026.
  • LCI Industries was a new Root Financial Partners position in Q3 2026.
  • LCI Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1851 holding.
  • Root Financial Partners first reported a position in LCI Industries in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's LCI Industries position peaked at $14.5K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held LCI Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.