SBI Securities’s Lexeo Therapeutics LXEO Stock Holding History

SBI Securities’s Portfolio LXEO Stock Details LXEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$815	Sell	175 -32	-15%	-$173	﹤0.01%	2879
2026 Q1	$1.19K	Sell	207 -10	-5%	-$71	﹤0.01%	2596
2025 Q4	$2.15K	Buy	217 +20	+10%	+$183	﹤0.01%	2351
2025 Q3	$1.31K	Sell	197 -1,000	-84%	-$4.84K	﹤0.01%	2588
2025 Q2	$4.81K	Buy	1,197 +1,000	+508%	+$3.29K	﹤0.01%	1997
2025 Q1	$684	Hold	197	–	–	﹤0.01%	2743
2024 Q4	$1.3K	Buy	+197	New	+$1.55K	﹤0.01%	2492

Other funds holding LXEO

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SBI Securities's LXEO Position: Q2 2026 in Review

SBI Securities reduced its Lexeo Therapeutics (LXEO) stake by 15% in Q2 2026, selling an estimated $173 and leaving 175 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

SBI Securities first reported a position in LXEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.81K in Q2 2025. 16 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

SBI Securities held 175 shares of Lexeo Therapeutics worth $815 as of Q2 2026.
SBI Securities sold 32 Lexeo Therapeutics shares in Q2 2026, an estimated $173.
Lexeo Therapeutics made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2879 holding.
SBI Securities first reported a position in Lexeo Therapeutics in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Lexeo Therapeutics position peaked at $4.81K in Q2 2025.
16 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.