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Larson Financial Group’s AvePoint AVPT Stock Holding History

Larson Financial Group’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.57K Sell
408
-2,407
-86% -$24.8K ﹤0.01% 2812
2026
Q1 		$26.8K Buy
+2,815
New +$31.7K ﹤0.01% 1684
2025
Q2 		– Sell
-63
Closed -$910 – 3291
2025
Q1 		$910 Buy
+63
New +$1.06K ﹤0.01% 2416
2024
Q2 		– Sell
-3,000
Closed -$23.8K – 2433
2024
Q1 		$23.8K Buy
+3,000
New +$23.6K ﹤0.01% 850

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Larson Financial Group's AVPT Position: Q2 2026 in Review

Larson Financial Group reduced its AvePoint (AVPT) stake by 86% in Q2 2026, selling an estimated $24.8K and leaving 408 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Larson Financial Group first reported a position in AVPT in Q1 2024 and has held it in 4 quarters since. The position peaked at $26.8K in Q1 2026. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Larson Financial Group held 408 shares of AvePoint worth $4.57K as of Q2 2026.
  • Larson Financial Group sold 2,407 AvePoint shares in Q2 2026, an estimated $24.8K.
  • AvePoint made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2812 holding.
  • Larson Financial Group first reported a position in AvePoint in Q1 2024 and has held it in 4 quarters since.
  • Larson Financial Group's AvePoint position peaked at $26.8K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.