Larson Financial Group
DNP icon

Larson Financial Group’s DNP Select Income Fund DNP Stock Holding History

Larson Financial Group’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.63K Hold
170
– – ﹤0.01% 3278
2026
Q2 		$1.83K Buy
+170
New +$1.81K ﹤0.01% 3147
2025
Q1 		– Sell
-2,000
Closed -$17.6K – 3105
2024
Q4 		$17.6K Sell
2,000
-3,422
-63% -$32.2K ﹤0.01% 1266
2024
Q3 		$54.4K Buy
+5,422
New +$49.6K ﹤0.01% 882
2024
Q1 		– Sell
-2,100
Closed -$17.8K – 1819
2023
Q4 		$17.8K Hold
2,100
– – ﹤0.01% 884
2023
Q3 		$20K Buy
+2,100
New +$21.2K ﹤0.01% 812

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J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KTC
Kentucky Trust Company Danville, Kentucky $200M AUM 22.53% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Larson Financial Group's DNP Position: Q3 2026 in Review

Larson Financial Group held its DNP Select Income Fund (DNP) position steady in Q3 2026 at 170 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3278.

Larson Financial Group first reported a position in DNP in Q3 2023 and has held it in 6 quarters since. The position peaked at $54.4K in Q3 2024. 188 funds tracked by Wall St. Rank hold DNP as of Q3 2026.

  • Larson Financial Group held 170 shares of DNP Select Income Fund worth $1.63K as of Q3 2026.
  • Larson Financial Group left its DNP Select Income Fund share count unchanged in Q3 2026.
  • DNP Select Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3278 holding.
  • Larson Financial Group first reported a position in DNP Select Income Fund in Q3 2023 and has held it in 6 quarters since.
  • Larson Financial Group's DNP Select Income Fund position peaked at $54.4K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.