Larson Financial Group’s City Office REIT CIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,000	Closed	-$14K	–	3662
2025 Q4	$14K	Hold	2,000	–	–	﹤0.01%	1929
2025 Q3	$13.9K	Hold	2,000	–	–	﹤0.01%	1844
2025 Q2	$10.7K	Hold	2,000	–	–	﹤0.01%	1784
2025 Q1	$10.4K	Hold	2,000	–	–	﹤0.01%	1626
2024 Q4	$11K	Hold	2,000	–	–	﹤0.01%	1449
2024 Q3	$11.7K	Buy	+2,000	New	+$11.3K	﹤0.01%	1419
2020 Q3	–	Sell	-2,671	Closed	-$27K	–	739
2020 Q2	$27K	Buy	2,671 +38	+1%	+$351	0.01%	254
2020 Q1	$19K	Buy	2,633 +38	+1%	+$451	0.01%	229
2019 Q4	$35K	Buy	2,595 +38	+1%	+$507	0.02%	173
2019 Q3	$37K	Buy	2,557 +41	+2%	+$536	0.02%	172
2019 Q2	$30K	Buy	2,516 +341	+16%	+$4.02K	0.02%	155
2019 Q1	$25K	Buy	2,175 +37	+2%	+$422	0.02%	156
2018 Q4	$22K	Buy	+2,138	New	+$23.9K	0.02%	150

Other funds holding CIO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Larson Financial Group sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 2,000 shares — an estimated $14K sold.

Larson Financial Group first reported a position in CIO in Q4 2018 and held it in 13 quarters. The position peaked at $37K in Q3 2019. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Larson Financial Group reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Larson Financial Group sold 2,000 City Office REIT shares in Q1 2026, an estimated $14K.
Larson Financial Group first reported a position in City Office REIT in Q4 2018 and held it in 13 quarters.
Larson Financial Group's City Office REIT position peaked at $37K in Q3 2019.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

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