FPCP
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Fort Point Capital Partners’s iShares US Equity Factor ETF LRGF Stock Holding History

Fort Point Capital Partners’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,170
Closed -$267K – 284
2025
Q2 		$267K Buy
+4,170
New +$247K 0.02% 289

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SWM
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TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
PL
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UWPG
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Fort Point Capital Partners's LRGF Position: Q3 2025 in Review

Fort Point Capital Partners sold out of iShares US Equity Factor ETF (LRGF) in Q3 2025, closing a stake of 4,170 shares — an estimated $267K sold.

Fort Point Capital Partners first reported a position in LRGF in Q2 2025 and held it in 1 quarter. The position peaked at $267K in Q2 2025. 218 funds tracked by Wall St. Rank hold LRGF as of Q3 2025.

  • Fort Point Capital Partners reported no remaining iShares US Equity Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,170 iShares US Equity Factor ETF shares in Q3 2025, an estimated $267K.
  • Fort Point Capital Partners first reported a position in iShares US Equity Factor ETF in Q2 2025 and held it in 1 quarter.
  • Fort Point Capital Partners's iShares US Equity Factor ETF position peaked at $267K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.