LFG
ARI

Larson Financial Group’s Apollo Commercial Real Estate ARI Stock Holding History

Larson Financial Group’s Portfolio ARI Stock Details ARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.78K Buy
169
+33
+24% +$344 ﹤0.01% 2994
2025
Q4 		$1.32K Sell
136
-525
-79% -$5.25K ﹤0.01% 2875
2025
Q3 		$6.7K Buy
661
+13
+2% +$132 ﹤0.01% 2234
2025
Q2 		$6.27K Buy
648
+608
+1,520% +$5.73K ﹤0.01% 2001
2025
Q1 		$383 Hold
40
– – ﹤0.01% 2643
2024
Q4 		$346 Hold
40
– – ﹤0.01% 2295
2024
Q3 		$368 Hold
40
– – ﹤0.01% 2211
2024
Q2 		$392 Sell
40
-960
-96% -$9.9K ﹤0.01% 1898
2024
Q1 		$11.1K Buy
+1,000
New +$11.2K ﹤0.01% 1014

Other funds holding ARI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return