Stone Ridge Holdings Group’s LifeX 2055 Inflation-Protected Longevity Income ETF LIAM Stock Holding History

Stone Ridge Holdings Group’s Portfolio LIAM Stock Details LIAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Hold	4,664	–	–	5.92%	5
2026 Q1	$1.1M	Hold	4,664	–	–	5.78%	5
2025 Q4	$1.12M	Sell	4,664 -1	-0%	-$243	0.08%	6
2025 Q3	$1.14M	Sell	4,665 -7,085	-60%	-$1.74M	0.81%	6
2025 Q2	$2.89M	Hold	11,750	–	–	1.02%	4
2025 Q1	$2.96M	Hold	11,750	–	–	0.87%	9
2024 Q4	$2.92M	Buy	+11,750	New	+$3.02M	3.16%	7

Other funds holding LIAM

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

Stone Ridge Holdings Group's LIAM Position: Q2 2026 in Review

Stone Ridge Holdings Group held its LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM) position steady in Q2 2026 at 4,664 shares worth $1.1M. The position accounts for 5.92% of the portfolio, ranked #5.

Stone Ridge Holdings Group first reported a position in LIAM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q1 2025. 2 funds tracked by Wall St. Rank hold LIAM as of Q2 2026.

Stone Ridge Holdings Group held 4,664 shares of LifeX 2055 Inflation-Protected Longevity Income ETF worth $1.1M as of Q2 2026.
Stone Ridge Holdings Group left its LifeX 2055 Inflation-Protected Longevity Income ETF share count unchanged in Q2 2026.
LifeX 2055 Inflation-Protected Longevity Income ETF made up 5.92% of Stone Ridge Holdings Group's portfolio in Q2 2026, its #5 holding.
Stone Ridge Holdings Group first reported a position in LifeX 2055 Inflation-Protected Longevity Income ETF in Q4 2024 and has held it in 7 quarters since.
Stone Ridge Holdings Group's LifeX 2055 Inflation-Protected Longevity Income ETF position peaked at $2.96M in Q1 2025.
2 funds tracked by Wall St. Rank held LifeX 2055 Inflation-Protected Longevity Income ETF as of Q2 2026.

Based on Stone Ridge Holdings Group's 13F filing for Q2 2026, filed 31 Jul 2026.