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Larson Financial Group’s Creative Realities CREX Stock Holding History

Larson Financial Group’s Portfolio CREX Stock Details CREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4 Hold
1
– – ﹤0.01% 3750
2026
Q1 		$3 Hold
1
– – ﹤0.01% 3620
2025
Q4 		$3 Buy
+1
New +$3 ﹤0.01% 3442

Other funds holding CREX

MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
USPCM
Union Square Park Capital Management New York $278M AUM 50.01% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Larson Financial Group held its Creative Realities (CREX) position steady in Q2 2026 at 1 share worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #3750.

Larson Financial Group first reported a position in CREX in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold CREX as of Q2 2026.

  • Larson Financial Group held 1 share of Creative Realities worth $4 as of Q2 2026.
  • Larson Financial Group left its Creative Realities share count unchanged in Q2 2026.
  • Creative Realities made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3750 holding.
  • Larson Financial Group first reported a position in Creative Realities in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Creative Realities as of Q2 2026.

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