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GoalVest Advisory’s Landmark Bancorp LARK Stock Holding History

GoalVest Advisory’s Portfolio LARK Stock Details LARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-363
Closed -$9.41K – 463
2025
Q1 		$9.41K Hold
363
– – ﹤0.01% 273
2024
Q4 		$8.3K Buy
+363
New +$7.49K ﹤0.01% 291

Other funds holding LARK

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

GoalVest Advisory's LARK Position: Q2 2025 in Review

GoalVest Advisory sold out of Landmark Bancorp (LARK) in Q2 2025, closing a stake of 363 shares — an estimated $9.41K sold.

GoalVest Advisory first reported a position in LARK in Q4 2024 and held it in 2 quarters. The position peaked at $9.41K in Q1 2025. 52 funds tracked by Wall St. Rank hold LARK as of Q2 2025.

  • GoalVest Advisory reported no remaining Landmark Bancorp position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 363 Landmark Bancorp shares in Q2 2025, an estimated $9.41K.
  • GoalVest Advisory first reported a position in Landmark Bancorp in Q4 2024 and held it in 2 quarters.
  • GoalVest Advisory's Landmark Bancorp position peaked at $9.41K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Landmark Bancorp as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.