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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
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 $179M AUM 37.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 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 $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Larson Financial Group held its Creative Realities (CREX) position steady in Q1 2026 at 1 share worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Larson Financial Group first reported a position in CREX in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold CREX as of Q1 2026.

  • Larson Financial Group held 1 share of Creative Realities worth $3 as of Q1 2026.
  • Larson Financial Group left its Creative Realities share count unchanged in Q1 2026.
  • Creative Realities made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3620 holding.
  • Larson Financial Group first reported a position in Creative Realities in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Creative Realities as of Q1 2026.

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