SAG
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SageView Advisory Group’s LCI Industries LCII Stock Holding History

SageView Advisory Group’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
2025
Q4 		$302K Buy
2,491
+25
+1% +$2.66K 0.01% 489
2025
Q3 		$230K Buy
2,466
+21
+0.9% +$2.1K 0.01% 593
2025
Q2 		$241K Buy
2,445
+145
+6% +$12.4K 0.01% 554
2025
Q1 		$201K Sell
2,300
-9
-0.4% -$904 0.01% 584
2024
Q4 		$239K Buy
2,309
+11
+0.5% +$1.27K 0.01% 520
2024
Q3 		$277K Sell
2,298
-261
-10% -$29.5K 0.01% 421
2024
Q2 		$265K Buy
+2,559
New +$276K 0.01% 464
2024
Q1 		– Sell
-2,508
Closed -$281K – 650
2023
Q4 		$281K Buy
2,508
+219
+10% +$25.2K 0.01% 530
2023
Q3 		$269K Buy
2,289
+22
+1% +$2.76K 0.02% 442
2023
Q2 		$286K Buy
2,267
+161
+8% +$18.4K 0.02% 455
2023
Q1 		$231K Buy
+2,106
New +$230K 0.01% 432

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

SageView Advisory Group's LCII Position: Q4 2025 in Review

SageView Advisory Group increased its LCI Industries (LCII) stake by 1% in Q4 2025, buying an estimated $2.66K and bringing the position to 2,491 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #489.

SageView Advisory Group first reported a position in LCII in Q1 2023 and has held it in 11 quarters since. 334 funds tracked by Wall St. Rank hold LCII as of Q4 2025.

  • SageView Advisory Group held 2,491 shares of LCI Industries worth $302K as of Q4 2025.
  • SageView Advisory Group bought 25 LCI Industries shares in Q4 2025, an estimated $2.66K.
  • LCI Industries made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #489 holding.
  • SageView Advisory Group first reported a position in LCI Industries in Q1 2023 and has held it in 11 quarters since.
  • 334 funds tracked by Wall St. Rank held LCI Industries as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.