Larson Financial Group
DV icon

Larson Financial Group’s DoubleVerify DV Stock Holding History

Larson Financial Group’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.73K Buy
647
+12
+2% +$151 ﹤0.01% 2578
2026
Q2 		$6.88K Sell
635
-87
-12% -$895 ﹤0.01% 2621
2026
Q1 		$6.86K Buy
722
+659
+1,046% +$6.74K ﹤0.01% 2445
2025
Q4 		$721 Sell
63
-196
-76% -$2.16K ﹤0.01% 3034
2025
Q3 		$3.1K Sell
259
-23
-8% -$341 ﹤0.01% 2529
2025
Q2 		$4.22K Sell
282
-319
-53% -$4.37K ﹤0.01% 2134
2025
Q1 		$8.04K Buy
601
+559
+1,331% +$10.4K ﹤0.01% 1716
2024
Q4 		$807 Buy
42
+20
+91% +$377 ﹤0.01% 2088
2024
Q3 		$370 Buy
22
+4
+22% +$76 ﹤0.01% 2209
2024
Q2 		$350 Buy
+18
New +$435 ﹤0.01% 1925

Other funds holding DV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Larson Financial Group increased its DoubleVerify (DV) stake by 1.9% in Q3 2026, buying an estimated $151 and bringing the position to 647 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Larson Financial Group first reported a position in DV in Q2 2024 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold DV as of Q3 2026.

  • Larson Financial Group held 647 shares of DoubleVerify worth $8.73K as of Q3 2026.
  • Larson Financial Group bought 12 DoubleVerify shares in Q3 2026, an estimated $151.
  • DoubleVerify made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2578 holding.
  • Larson Financial Group first reported a position in DoubleVerify in Q2 2024 and has held it in 10 quarters since.
  • 189 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

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