Financially Speaking’s Local Bounti LOCL Stock Holding History

Financially Speaking’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	$1.16K	Hold	1,000	–	–	0.01%	88
2026 Q1	$1.16K	Hold	1,000	–	–	0.01%	90
2025 Q4	$2.14K	Buy	+1,000	New	+$2.65K	﹤0.01%	140

Other funds holding LOCL

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Financially Speaking's LOCL Position: Q2 2026 in Review

Financially Speaking held its Local Bounti (LOCL) position steady in Q2 2026 at 1,000 shares worth $1.16K. The position accounts for 0.01% of the portfolio, ranked #88.

Financially Speaking first reported a position in LOCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.14K in Q4 2025. 2 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

Financially Speaking held 1,000 shares of Local Bounti worth $1.16K as of Q2 2026.
Financially Speaking left its Local Bounti share count unchanged in Q2 2026.
Local Bounti made up 0.01% of Financially Speaking's portfolio in Q2 2026, its #88 holding.
Financially Speaking first reported a position in Local Bounti in Q4 2025 and has held it in 3 quarters since.
Financially Speaking's Local Bounti position peaked at $2.14K in Q4 2025.
2 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Financially Speaking's 13F filing for Q2 2026, filed 27 Jul 2026.