Larson Financial Group
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Larson Financial Group’s Asana ASAN Stock Holding History

Larson Financial Group’s Portfolio ASAN Stock Details ASAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.58K Hold
1,018
– – ﹤0.01% 2586
2026
Q2 		$7.13K Sell
1,018
-47
-4% -$316 ﹤0.01% 2601
2026
Q1 		$6.82K Buy
1,065
+259
+32% +$2.28K ﹤0.01% 2448
2025
Q4 		$11K Sell
806
-28
-3% -$385 ﹤0.01% 2064
2025
Q3 		$11.1K Sell
834
-46
-5% -$650 ﹤0.01% 1962
2025
Q2 		$11.9K Buy
880
+780
+780% +$12.2K ﹤0.01% 1725
2025
Q1 		$1.46K Buy
+100
New +$1.9K ﹤0.01% 2274
2024
Q4 		– Sell
-81
Closed -$939 – 2773
2024
Q3 		$939 Buy
+81
New +$1.07K ﹤0.01% 2006
2024
Q1 		– Sell
-180
Closed -$3.42K – 1794
2023
Q4 		$3.42K Sell
180
-198
-52% -$3.85K ﹤0.01% 1268
2023
Q3 		$6.92K Buy
378
+30
+9% +$627 ﹤0.01% 1095
2023
Q2 		$7.67K Hold
348
– – ﹤0.01% 1008
2023
Q1 		$7.35K Hold
348
– – ﹤0.01% 1000
2022
Q4 		$4.79K Hold
348
– – ﹤0.01% 1040
2022
Q3 		$8K Buy
348
+315
+955% +$6.76K ﹤0.01% 832
2022
Q2 		$1K Sell
33
-750
-96% -$18.9K ﹤0.01% 1084
2022
Q1 		$31K Hold
783
– – 0.01% 447
2021
Q4 		$58K Hold
783
– – 0.01% 357
2021
Q3 		$81K Buy
+783
New +$65K 0.02% 231
2020
Q4 		– Sell
-350
Closed -$10K – 751
2020
Q3 		$10K Buy
+350
New +$10.1K ﹤0.01% 432

Other funds holding ASAN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

Larson Financial Group held its Asana (ASAN) position steady in Q3 2026 at 1,018 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Larson Financial Group first reported a position in ASAN in Q3 2020 and has held it in 19 quarters since. The position peaked at $81K in Q3 2021. 95 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Larson Financial Group held 1,018 shares of Asana worth $8.58K as of Q3 2026.
  • Larson Financial Group left its Asana share count unchanged in Q3 2026.
  • Asana made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2586 holding.
  • Larson Financial Group first reported a position in Asana in Q3 2020 and has held it in 19 quarters since.
  • Larson Financial Group's Asana position peaked at $81K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held Asana as of Q3 2026.

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