DOSSIER · 13F-HR · Q2 2026
Lee Financial Co
$783M in tracked AUM across 236 positions as of Q2 2026.
LF
CIK 0001391166 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive 13F Analysis: Lee Financial Co (CIK: 0001391166)
1. Portfolio Overview
Lee Financial Co has reported a substantial transformation in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 387.5%, growing from $152.04M to $741.18M. This dramatic increase in AUM (Assets Under Management) suggests significant capital inflows, a major restructuring strategy, or a consolidation of reporting entities.
The portfolio curre...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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