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Larson Financial Group’s ASE Group ASX Stock Holding History

Larson Financial Group’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.45M Buy
297,281
+15,170
+5% +$319K 0.21% 90
2025
Q4 		$4.54M Sell
282,111
-5,827
-2% -$82.8K 0.15% 124
2025
Q3 		$3.19M Buy
287,938
+11,016
+4% +$115K 0.11% 164
2025
Q2 		$2.86M Buy
276,922
+19,923
+8% +$186K 0.11% 174
2025
Q1 		$2.25M Buy
256,999
+14,053
+6% +$143K 0.11% 170
2024
Q4 		$2.45M Buy
242,946
+26,395
+12% +$263K 0.13% 143
2024
Q3 		$2.11M Buy
216,551
+11,325
+6% +$115K 0.12% 153
2024
Q2 		$2.34M Buy
205,226
+6,062
+3% +$65.7K 0.16% 116
2024
Q1 		$2.19M Sell
199,164
-1,335
-0.7% -$13.1K 0.17% 110
2023
Q4 		$1.89M Sell
200,499
-1,452
-0.7% -$12K 0.16% 111
2023
Q3 		$1.52M Buy
201,951
+4,328
+2% +$33.6K 0.15% 128
2023
Q2 		$1.54M Buy
+197,623
New +$1.52M 0.15% 126

Other funds holding ASX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Larson Financial Group's ASX Position: Q1 2026 in Review

Larson Financial Group increased its ASE Group (ASX) stake by 5.4% in Q1 2026, buying an estimated $319K and bringing the position to 297,281 shares worth $6.45M. The position accounts for 0.21% of the portfolio, ranked #90.

Larson Financial Group first reported a position in ASX in Q2 2023 and has held it in 12 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

  • Larson Financial Group held 297,281 shares of ASE Group worth $6.45M as of Q1 2026.
  • Larson Financial Group bought 15,170 ASE Group shares in Q1 2026, an estimated $319K.
  • ASE Group made up 0.21% of Larson Financial Group's portfolio in Q1 2026, its #90 holding.
  • Larson Financial Group first reported a position in ASE Group in Q2 2023 and has held it in 12 quarters since.
  • 369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.