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BOLTON SECURITIES CORPORATION’s LCI Industries LCII Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$185K Hold
2,211
– – 0.01% 913
2026
Q2 		$234K Buy
2,211
+30
+1% +$3.3K 0.01% 851
2026
Q1 		$268K Buy
+2,181
New +$298K 0.01% 722
2025
Q3 		$204K Buy
+2,189
New +$219K 0.01% 737
2025
Q1 		$199K Buy
+2,277
New +$229K 0.01% 695

Other funds holding LCII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LCII Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its LCI Industries (LCII) position steady in Q3 2026 at 2,211 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #913.

BOLTON SECURITIES CORPORATION first reported a position in LCII in Q1 2025 and has held it in 5 quarters since. The position peaked at $268K in Q1 2026. 192 funds tracked by Wall St. Rank hold LCII as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,211 shares of LCI Industries worth $185K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its LCI Industries share count unchanged in Q3 2026.
  • LCI Industries made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #913 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in LCI Industries in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's LCI Industries position peaked at $268K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held LCI Industries as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.