LFG
CIK

Larson Financial Group’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Larson Financial Group’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.96K Hold
2,000
– – ﹤0.01% 2779
2026
Q1 		$5.12K Hold
2,000
– – ﹤0.01% 2600
2025
Q4 		$5.66K Hold
2,000
– – ﹤0.01% 2405
2025
Q3 		$5.86K Buy
+2,000
New +$5.95K ﹤0.01% 2292

Other funds holding CIK

LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Larson Financial Group held its Credit Suisse Asset Management Income Fund (CIK) position steady in Q2 2026 at 2,000 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Larson Financial Group first reported a position in CIK in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.86K in Q3 2025. 53 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Larson Financial Group held 2,000 shares of Credit Suisse Asset Management Income Fund worth $4.96K as of Q2 2026.
  • Larson Financial Group left its Credit Suisse Asset Management Income Fund share count unchanged in Q2 2026.
  • Credit Suisse Asset Management Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2779 holding.
  • Larson Financial Group first reported a position in Credit Suisse Asset Management Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Credit Suisse Asset Management Income Fund position peaked at $5.86K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

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