LFG
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Larson Financial Group’s ATI ATI Stock Holding History

Larson Financial Group’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2K Buy
91
+11
+14% +$1.53K ﹤0.01% 2079
2025
Q4 		$9.18K Buy
80
+34
+74% +$3.31K ﹤0.01% 2163
2025
Q3 		$3.74K Sell
46
-28
-38% -$2.27K ﹤0.01% 2465
2025
Q2 		$6.39K Buy
74
+66
+825% +$4.52K ﹤0.01% 1993
2025
Q1 		$416 Hold
8
– – ﹤0.01% 2624
2024
Q4 		$440 Hold
8
– – ﹤0.01% 2233
2024
Q3 		$535 Hold
8
– – ﹤0.01% 2110
2024
Q2 		$444 Buy
+8
New +$448 ﹤0.01% 1870
2023
Q3 		– Sell
-128
Closed -$5.66K – 1711
2023
Q2 		$5.66K Hold
128
– – ﹤0.01% 1068
2023
Q1 		$5.05K Buy
+128
New +$4.83K ﹤0.01% 1083

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VCM
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VPM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return