Larson Financial Group
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Larson Financial Group’s Aimco AIV Stock Holding History

Larson Financial Group’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,100
Closed -$6.24K – 3866
2026
Q2 		$6.24K Sell
2,100
-5
-0.2% -$19 ﹤0.01% 2664
2026
Q1 		$8.57K Buy
+2,105
New +$11K ﹤0.01% 2339
2025
Q4 		– Sell
-474
Closed -$3.76K – 3458
2025
Q3 		$3.76K Sell
474
-422
-47% -$3.43K ﹤0.01% 2462
2025
Q2 		$7.75K Buy
+896
New +$7.25K ﹤0.01% 1926

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Mackenzie Financial
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Geode Capital Management
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Creative Planning
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Merited Wealth
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Larson Financial Group's AIV Position: Q3 2026 in Review

Larson Financial Group sold out of Aimco (AIV) in Q3 2026, closing a stake of 2,100 shares — an estimated $6.24K sold.

Larson Financial Group first reported a position in AIV in Q2 2025 and held it in 4 quarters. The position peaked at $8.57K in Q1 2026. 53 funds tracked by Wall St. Rank hold AIV as of Q3 2026.

  • Larson Financial Group reported no remaining Aimco position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 2,100 Aimco shares in Q3 2026, an estimated $6.24K.
  • Larson Financial Group first reported a position in Aimco in Q2 2025 and held it in 4 quarters.
  • Larson Financial Group's Aimco position peaked at $8.57K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Aimco as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.