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Sound Income Strategies’s LGL Group LGL Stock Holding History

Sound Income Strategies’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$3.5K – 1555
2026
Q1 		$3.5K Buy
+500
New +$3.46K ﹤0.01% 1974

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Sound Income Strategies's LGL Position: Q2 2026 in Review

Sound Income Strategies sold out of LGL Group (LGL) in Q2 2026, closing a stake of 500 shares — an estimated $3.5K sold.

Sound Income Strategies first reported a position in LGL in Q1 2026 and held it in 1 quarter. The position peaked at $3.5K in Q1 2026. 20 funds tracked by Wall St. Rank hold LGL as of Q2 2026.

  • Sound Income Strategies reported no remaining LGL Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 500 LGL Group shares in Q2 2026, an estimated $3.5K.
  • Sound Income Strategies first reported a position in LGL Group in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's LGL Group position peaked at $3.5K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held LGL Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.