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Sunrise Financial Services’s LCI Industries LCII Stock Holding History

Sunrise Financial Services’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
2026
Q2 		$1.17K Hold
11
– – ﹤0.01% 472
2026
Q1 		$1.35K Hold
11
– – ﹤0.01% 466
2025
Q4 		$1.33K Buy
+11
New +$1.17K ﹤0.01% 426

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sunrise Financial Services's LCII Position: Q2 2026 in Review

Sunrise Financial Services held its LCI Industries (LCII) position steady in Q2 2026 at 11 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Sunrise Financial Services first reported a position in LCII in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35K in Q1 2026. 356 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • Sunrise Financial Services held 11 shares of LCI Industries worth $1.17K as of Q2 2026.
  • Sunrise Financial Services left its LCI Industries share count unchanged in Q2 2026.
  • LCI Industries made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #472 holding.
  • Sunrise Financial Services first reported a position in LCI Industries in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's LCI Industries position peaked at $1.35K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.