Sunbelt Securities’s LQR House Inc YHC Stock Holding History

Sunbelt Securities’s Portfolio YHC Stock Details YHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13	Closed	-$1.69K	–	2886
2025 Q2	$1.69K	Buy	+13	New	+$3.29K	﹤0.01%	1619
2025 Q1	–	Hold	0	–	-$1.68K	–	1917
2024 Q4	–	Hold	0	–	–	–	1623
2024 Q3	–	Hold	0	–	–	–	1717

Other funds holding YHC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sunbelt Securities's YHC Position: Q3 2025 in Review

Sunbelt Securities sold out of LQR House Inc (YHC) in Q3 2025, closing a stake of 13 shares — an estimated $1.69K sold.

Sunbelt Securities first reported a position in YHC in Q2 2025 and held it in 1 quarter. The position peaked at $1.69K in Q2 2025. 7 funds tracked by Wall St. Rank hold YHC as of Q3 2025.

Sunbelt Securities reported no remaining LQR House Inc position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 13 LQR House Inc shares in Q3 2025, an estimated $1.69K.
Sunbelt Securities first reported a position in LQR House Inc in Q2 2025 and held it in 1 quarter.
Sunbelt Securities's LQR House Inc position peaked at $1.69K in Q2 2025.
7 funds tracked by Wall St. Rank held LQR House Inc as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.