LFG
AAT

Larson Financial Group’s American Assets Trust AAT Stock Holding History

Larson Financial Group’s Portfolio AAT Stock Details AAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.23K Hold
293
– – ﹤0.01% 2594
2026
Q1 		$5.39K Buy
+293
New +$5.49K ﹤0.01% 2570
2025
Q3 		– Sell
-10
Closed -$198 – 3428
2025
Q2 		$198 Buy
+10
New +$195 ﹤0.01% 3060
2025
Q1 		– Sell
-114
Closed -$2.99K – 3067
2024
Q4 		$2.99K Buy
+114
New +$3.11K ﹤0.01% 1789

Other funds holding AAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAI
American Assets Inc San Diego, California $332M AUM 17.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAIM
American Assets Investment Management San Diego, California $1.65B AUM 59.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Larson Financial Group's AAT Position: Q2 2026 in Review

Larson Financial Group held its American Assets Trust (AAT) position steady in Q2 2026 at 293 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Larson Financial Group first reported a position in AAT in Q4 2024 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold AAT as of Q2 2026.

  • Larson Financial Group held 293 shares of American Assets Trust worth $7.23K as of Q2 2026.
  • Larson Financial Group left its American Assets Trust share count unchanged in Q2 2026.
  • American Assets Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2594 holding.
  • Larson Financial Group first reported a position in American Assets Trust in Q4 2024 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held American Assets Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.