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Cresset Asset Management’s Local Bounti LOCL Stock Holding History

Cresset Asset Management’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Hold
213,036
– – ﹤0.01% 1434
2026
Q1 		$247K Hold
213,036
– – ﹤0.01% 1371
2025
Q4 		$456K Sell
213,036
-1,197
-0.6% -$3.17K ﹤0.01% 1110
2025
Q3 		$641K Hold
214,233
– – ﹤0.01% 919
2025
Q2 		$501K Hold
214,233
– – ﹤0.01% 936
2025
Q1 		$441K Hold
214,233
– – ﹤0.01% 1126
2024
Q4 		$443K Sell
214,233
-214,233
-50% -$468K ﹤0.01% 1143
2024
Q3 		$1.07M Hold
428,466
– – ﹤0.01% 1132
2024
Q2 		$1.2M Buy
428,466
+214,234
+100% +$601K 0.01% 976
2024
Q1 		$623K Sell
214,232
-1
-0% -$2 ﹤0.01% 1224
2023
Q4 		$443K Buy
214,233
+1
+0% +$3 ﹤0.01% 1287
2023
Q3 		$525K Buy
+214,232
New +$691K ﹤0.01% 1155

Other funds holding LOCL

BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return

Cresset Asset Management's LOCL Position: Q2 2026 in Review

Cresset Asset Management held its Local Bounti (LOCL) position steady in Q2 2026 at 213,036 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Cresset Asset Management first reported a position in LOCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q2 2024. 19 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Cresset Asset Management held 213,036 shares of Local Bounti worth $275K as of Q2 2026.
  • Cresset Asset Management left its Local Bounti share count unchanged in Q2 2026.
  • Local Bounti made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1434 holding.
  • Cresset Asset Management first reported a position in Local Bounti in Q3 2023 and has held it in 12 quarters since.
  • Cresset Asset Management's Local Bounti position peaked at $1.2M in Q2 2024.
  • 19 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.