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U.S. Global Investors shares owned by LRI Investments

Quarter-by-quarter ownership of U.S. Global Investors (GROW) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in U.S. Global Investors

Tip: Access up to 7 years of quarterly data

All positions including U.S. Global Investors held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in U.S. Global Investors by LRI Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $31k 10k 3.12

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Wisdomtree International Equity Fund Etf (DWM)
Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Meta Platforms Inc Cl A Stock (META)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding U.S. Global Investors

Gator Capital Management
CWA Asset Management
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North Star Investment Management
BlackRock
Renaissance Technologies
Geode Capital Management
Sentinus
Citadel Advisors
Susquehanna International
Dimensional Fund Advisors
Vanguard Fiduciary Trust
State Street Corporation
Proficio Capital Partners
Bridgeway Capital Management

View all funds holding U.S. Global Investors