Larson Financial Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

Larson Financial Group’s Portfolio DSU Stock Details DSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$554	Buy	58 +2	+4%	+$20	﹤0.01%	3296
2025 Q4	$571	Buy	56 +1	+2%	+$10	﹤0.01%	3097
2025 Q3	$579	Buy	55 +2	+4%	+$21	﹤0.01%	3076
2025 Q2	$560	Buy	53 +1	+2%	+$10	﹤0.01%	2828
2025 Q1	$538	Buy	52 +2	+4%	+$21	﹤0.01%	2558
2024 Q4	$539	Buy	50 +1	+2%	+$11	﹤0.01%	2179
2024 Q3	$538	Buy	49 +2	+4%	+$22	﹤0.01%	2107
2024 Q2	$515	Buy	47 +1	+2%	+$11	﹤0.01%	1834
2024 Q1	$511	Buy	46 +1	+2%	+$11	﹤0.01%	1556
2023 Q4	$486	Hold	45	–	–	﹤0.01%	1581
2023 Q3	$462	Hold	45	–	–	﹤0.01%	1581
2023 Q2	$441	Hold	45	–	–	﹤0.01%	1453
2023 Q1	$428	Hold	45	–	–	﹤0.01%	1426
2022 Q4	$414	Hold	45	–	–	﹤0.01%	1387
2022 Q3	$0	Hold	45	–	–	﹤0.01%	1318
2022 Q2	$0	Hold	45	–	–	﹤0.01%	1209
2022 Q1	$0	Hold	45	–	–	﹤0.01%	1071
2021 Q4	$1K	Buy	+45	New	+$525	﹤0.01%	1002

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Larson Financial Group increased its BlackRock Debt Strategies Fund (DSU) stake by 3.6% in Q1 2026, buying an estimated $20 and bringing the position to 58 shares worth $554. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Larson Financial Group first reported a position in DSU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q4 2021. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Larson Financial Group held 58 shares of BlackRock Debt Strategies Fund worth $554 as of Q1 2026.
Larson Financial Group bought 2 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $20.
BlackRock Debt Strategies Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3296 holding.
Larson Financial Group first reported a position in BlackRock Debt Strategies Fund in Q4 2021 and has held it in 18 quarters since.
Larson Financial Group's BlackRock Debt Strategies Fund position peaked at $1K in Q4 2021.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

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