Larson Financial Group’s BlackBerry BB Stock Holding History

Larson Financial Group’s Portfolio BB Stock Details BB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$648	Sell	200 -34	-15%	-$120	﹤0.01%	3264
2025 Q4	$887	Sell	234 -276	-54%	-$1.21K	﹤0.01%	2984
2025 Q3	$2.49K	Buy	+510	New	+$2.02K	﹤0.01%	2612
2025 Q2	–	Hold	0	–	–	–	3275
2023 Q3	–	Sell	-100	Closed	-$553	–	1712
2023 Q2	$553	Hold	100	–	–	﹤0.01%	1428
2023 Q1	$456	Hold	100	–	–	﹤0.01%	1420
2022 Q4	$326	Hold	100	–	–	﹤0.01%	1402
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1296
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	1085
2022 Q1	$1K	Buy	+100	New	+$753	﹤0.01%	952
2021 Q3	–	Sell	-1,600	Closed	-$20K	–	879
2021 Q2	$20K	Buy	1,600 +1,599	+159,900%	+$16.8K	﹤0.01%	431
2021 Q1	$0	Buy	+1	New	+$11	﹤0.01%	827

Other funds holding BB

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return