LFG
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Larson Financial Group’s Installed Building Products IBP Stock Holding History

Larson Financial Group’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.2K Buy
61
+45
+281% +$13.5K ﹤0.01% 1964
2025
Q4 		$4.15K Hold
16
– – ﹤0.01% 2529
2025
Q3 		$3.95K Hold
16
– – ﹤0.01% 2436
2025
Q2 		$2.88K Buy
16
+12
+300% +$2K ﹤0.01% 2285
2025
Q1 		$686 Sell
4
-3
-43% -$541 ﹤0.01% 2491
2024
Q4 		$1.23K Buy
7
+4
+133% +$870 ﹤0.01% 1982
2024
Q3 		$739 Sell
3
-102
-97% -$23.1K ﹤0.01% 2052
2024
Q2 		$21.6K Buy
105
+65
+163% +$14.6K ﹤0.01% 1026
2024
Q1 		$10.3K Buy
+40
New +$8.57K ﹤0.01% 1033

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
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VPM
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State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return