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Larson Financial Group’s Chicago Rivet & Machine Co CVR Stock Holding History

Larson Financial Group’s Portfolio CVR Stock Details CVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,383
Closed -$15.1K – 3333
2025
Q1 		$15.1K Hold
1,383
– – ﹤0.01% 1470
2024
Q4 		$21.9K Hold
1,383
– – ﹤0.01% 1181
2024
Q3 		$24.9K Hold
1,383
– – ﹤0.01% 1121
2024
Q2 		$20.5K Hold
1,383
– – ﹤0.01% 1040
2024
Q1 		$23.5K Hold
1,383
– – ﹤0.01% 853
2023
Q4 		$23.5K Sell
1,383
-150
-10% -$2.54K ﹤0.01% 812
2023
Q3 		$27K Hold
1,533
– – ﹤0.01% 746
2023
Q2 		$39.4K Hold
1,533
– – ﹤0.01% 604
2023
Q1 		$45.6K Hold
1,533
– – 0.01% 572
2022
Q4 		$43.9K Sell
1,533
-37
-2% -$1K 0.01% 544
2022
Q3 		$40K Hold
1,570
– – 0.01% 507
2022
Q2 		$45K Hold
1,570
– – 0.01% 391
2022
Q1 		$41K Hold
1,570
– – 0.01% 406
2021
Q4 		$41K Hold
1,570
– – 0.01% 409
2021
Q3 		$42K Hold
1,570
– – 0.01% 326
2021
Q2 		$41K Hold
1,570
– – 0.01% 307
2021
Q1 		$40K Sell
1,570
-914
-37% -$23.8K 0.01% 290
2020
Q4 		$57K Sell
2,484
-236
-9% -$5.14K 0.02% 198
2020
Q3 		$59K Hold
2,720
– – 0.02% 176
2020
Q2 		$57K Hold
2,720
– – 0.03% 176
2020
Q1 		$58K Buy
+2,720
New +$65.7K 0.04% 150

Other funds holding CVR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Larson Financial Group's CVR Position: Q2 2025 in Review

Larson Financial Group sold out of Chicago Rivet & Machine Co (CVR) in Q2 2025, closing a stake of 1,383 shares — an estimated $15.1K sold.

Larson Financial Group first reported a position in CVR in Q1 2020 and held it in 21 quarters. The position peaked at $59K in Q3 2020. 15 funds tracked by Wall St. Rank hold CVR as of Q2 2025.

  • Larson Financial Group reported no remaining Chicago Rivet & Machine Co position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,383 Chicago Rivet & Machine Co shares in Q2 2025, an estimated $15.1K.
  • Larson Financial Group first reported a position in Chicago Rivet & Machine Co in Q1 2020 and held it in 21 quarters.
  • Larson Financial Group's Chicago Rivet & Machine Co position peaked at $59K in Q3 2020.
  • 15 funds tracked by Wall St. Rank held Chicago Rivet & Machine Co as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.