GRP
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Global Retirement Partners’s Local Bounti LOCL Stock Holding History

Global Retirement Partners’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 		$8.57K Buy
+6,641
New +$11.1K ﹤0.01% 3463
2025
Q4 		– Sell
-3,833
Closed -$11.5K – 4348
2025
Q3 		$11.5K Buy
3,833
+17
+0.4% +$46 ﹤0.01% 2639
2025
Q2 		$8.93K Buy
+3,816
New +$9.41K ﹤0.01% 2656
2024
Q4 		$6.68K Buy
3,228
+200
+7% +$437 ﹤0.01% 2557
2024
Q3 		$7.57K Sell
3,028
-501
-14% -$1.33K ﹤0.01% 2397
2024
Q2 		$9.85K Hold
3,529
– – ﹤0.01% 2331
2024
Q1 		$10.3K Buy
3,529
+650
+23% +$1.54K ﹤0.01% 2116
2023
Q4 		$4.66K Buy
2,879
+500
+21% +$1.3K ﹤0.01% 2349
2023
Q3 		$6.18K Buy
2,379
+450
+23% +$1.45K ﹤0.01% 2114
2023
Q2 		$5.25K Buy
1,929
+378
+24% +$2.15K ﹤0.01% 2181
2023
Q1 		$11K Buy
1,551
+77
+5% +$823 ﹤0.01% 1887
2022
Q4 		$26.6K Hold
1,474
– – ﹤0.01% 1359
2022
Q3 		$57K Buy
1,474
+77
+6% +$3.6K ﹤0.01% 968
2022
Q2 		$58K Buy
1,397
+462
+49% +$34K ﹤0.01% 939
2022
Q1 		$62K Buy
+935
New +$70.7K ﹤0.01% 910

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
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

Global Retirement Partners's LOCL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Local Bounti (LOCL) in Q2 2026: 6,641 shares worth $8.57K. The stake represents ﹤0.01% of the portfolio and ranks #3463 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LOCL as recently as Q3 2025.

Global Retirement Partners first reported a position in LOCL in Q1 2022 and has held it in 15 quarters since. The position peaked at $62K in Q1 2022. 20 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Global Retirement Partners held 6,641 shares of Local Bounti worth $8.57K as of Q2 2026.
  • Local Bounti was a new Global Retirement Partners position in Q2 2026.
  • Local Bounti made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3463 holding.
  • Global Retirement Partners first reported a position in Local Bounti in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Local Bounti position peaked at $62K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.