LFG
CWAN

Larson Financial Group’s Clearwater Analytics CWAN Stock Holding History

Larson Financial Group’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-361
Closed -$8.54K – 3810
2026
Q1 		$8.54K Buy
361
+5
+1% +$118 ﹤0.01% 2341
2025
Q4 		$8.59K Buy
356
+200
+128% +$4.01K ﹤0.01% 2197
2025
Q3 		$2.81K Sell
156
-78
-33% -$1.58K ﹤0.01% 2574
2025
Q2 		$5.13K Buy
234
+207
+767% +$4.76K ﹤0.01% 2061
2025
Q1 		$724 Buy
+27
New +$758 ﹤0.01% 2475

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
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 CWAN Position: Q2 2026 in Review

Larson Financial Group sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 361 shares — an estimated $8.54K sold.

Larson Financial Group first reported a position in CWAN in Q1 2025 and held it in 5 quarters. The position peaked at $8.59K in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Larson Financial Group reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 361 Clearwater Analytics shares in Q2 2026, an estimated $8.54K.
  • Larson Financial Group first reported a position in Clearwater Analytics in Q1 2025 and held it in 5 quarters.
  • Larson Financial Group's Clearwater Analytics position peaked at $8.59K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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