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Larson Financial Group’s Bogota Financial BSBK Stock Holding History

Larson Financial Group’s Portfolio BSBK Stock Details BSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-431
Closed -$3.64K – 3653
2025
Q4 		$3.64K Sell
431
-569
-57% -$4.87K ﹤0.01% 2583
2025
Q3 		$9.1K Buy
+1,000
New +$8.71K ﹤0.01% 2060

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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Larson Financial Group sold out of Bogota Financial (BSBK) in Q1 2026, closing a stake of 431 shares — an estimated $3.64K sold.

Larson Financial Group first reported a position in BSBK in Q3 2025 and held it in 2 quarters. The position peaked at $9.1K in Q3 2025. 16 funds tracked by Wall St. Rank hold BSBK as of Q1 2026.

  • Larson Financial Group reported no remaining Bogota Financial position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 431 Bogota Financial shares in Q1 2026, an estimated $3.64K.
  • Larson Financial Group first reported a position in Bogota Financial in Q3 2025 and held it in 2 quarters.
  • Larson Financial Group's Bogota Financial position peaked at $9.1K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Bogota Financial as of Q1 2026.

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