Latest Period
Q1 2026
Security Snapshot
STONE RIDGE TR - LIFEX 2060 LONGE (LFAW) Institutional Ownership
CUSIP: 86172B676
13F Institutional Holders and Ownership History from Q3 2025 to Q1 2026
Institutions Reporting
3
Shares (Excl. Options)
17,239
Price
$177.56
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- Type / Class
- Equity / LIFEX 2060 LONGE
- Symbol
- LFAW
- Price per share
- $176.98
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 17,239
- Total reported value
- $3,060,961
- % of total 13F portfolios
- 0%
- Share change
- -23
- Value change
- -$4,093
- Number of holders
- 3
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- LFAW - STONE RIDGE TR - LIFEX 2060 LONGE is tracked under CUSIP 86172B676.
- 3 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 4 to 3 between Q4 2025 and Q1 2026.
- Reported value moved from $3,101,532 to $3,060,961.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 3 institutions filings for Q1 2026.
Security key
86172B676
Latest holder period
Q1 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 86172B676:
As of 31 Mar 2026, 3 institutional investors reported holding 17,239 shares of STONE RIDGE TR - LIFEX 2060 LONGE (LFAW).