Values First Advisors’s Lifetime Brands LCUT Stock Holding History

Values First Advisors’s Portfolio LCUT Stock Details LCUT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$160K	Sell	18,589 -252	-1%	-$2.22K	0.08%	175
2026 Q2	$161K	Sell	18,841 -260	-1%	-$2.01K	0.07%	173
2026 Q1	$110K	Buy	19,101 +530	+3%	+$2.01K	0.06%	166
2025 Q4	$73.4K	Sell	18,571 -3,735	-17%	-$13.7K	0.04%	173
2025 Q3	$86.3K	Sell	22,306 -224	-1%	-$953	0.05%	162
2025 Q2	$115K	Buy	22,530 +686	+3%	+$2.55K	0.06%	167
2025 Q1	$108K	Buy	21,844 +310	+1%	+$1.68K	0.06%	169
2024 Q4	$127K	Sell	21,534 -288	-1%	-$1.74K	0.07%	184
2024 Q3	$143K	Sell	21,822 -242	-1%	-$1.78K	0.08%	166
2024 Q2	$190K	Buy	22,064 +24	+0.1%	+$241	0.11%	148
2024 Q1	$231K	Buy	22,040 +1,406	+7%	+$12.4K	0.14%	143
2023 Q4	$138K	Buy	20,634 +1,340	+7%	+$7.84K	0.08%	149
2023 Q3	$109K	Sell	19,294 -35	-0.2%	-$212	0.07%	147
2023 Q2	$109K	Buy	19,329 +553	+3%	+$2.82K	0.07%	155
2023 Q1	$110K	Buy	18,776 +694	+4%	+$4.95K	0.07%	164
2022 Q4	$137K	Sell	18,082 -114	-0.6%	-$879	0.1%	137
2022 Q3	$123K	Buy	18,196 +656	+4%	+$6.21K	0.09%	141
2022 Q2	$194K	Sell	17,540 -1,120	-6%	-$13.2K	0.14%	137
2022 Q1	$240K	Buy	18,660 +1,038	+6%	+$14.5K	0.15%	140
2021 Q4	$281K	Sell	17,622 -894	-5%	-$15.4K	0.17%	134
2021 Q3	$337K	Buy	18,516 +648	+4%	+$10.8K	0.22%	119
2021 Q2	$267K	Sell	17,868 -291	-2%	-$4.47K	0.18%	131
2021 Q1	$267K	Buy	18,159 +185	+1%	+$2.67K	0.2%	126
2020 Q4	$273K	Sell	17,974 -362	-2%	-$4.55K	0.22%	125
2020 Q3	$173K	Buy	18,336 +1,124	+7%	+$9.7K	0.16%	133
2020 Q2	$116K	Sell	17,212 -361	-2%	-$1.94K	0.11%	130
2020 Q1	$99.3K	Buy	17,573 +1,551	+10%	+$10.1K	0.12%	120
2019 Q4	$111K	Buy	+16,022	New	+$115K	0.11%	129

Other funds holding LCUT

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Values First Advisors's LCUT Position: Q3 2026 in Review

Values First Advisors reduced its Lifetime Brands (LCUT) stake by 1.3% in Q3 2026, selling an estimated $2.22K and leaving 18,589 shares worth $160K. The position accounts for 0.08% of the portfolio, ranked #175.

Values First Advisors first reported a position in LCUT in Q4 2019 and has held it in 28 quarters since. The position peaked at $337K in Q3 2021. 16 funds tracked by Wall St. Rank hold LCUT as of Q3 2026.

Values First Advisors held 18,589 shares of Lifetime Brands worth $160K as of Q3 2026.
Values First Advisors sold 252 Lifetime Brands shares in Q3 2026, an estimated $2.22K.
Lifetime Brands made up 0.08% of Values First Advisors's portfolio in Q3 2026, its #175 holding.
Values First Advisors first reported a position in Lifetime Brands in Q4 2019 and has held it in 28 quarters since.
Values First Advisors's Lifetime Brands position peaked at $337K in Q3 2021.
16 funds tracked by Wall St. Rank held Lifetime Brands as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.