Larson Financial Group
JBLU icon

Larson Financial Group’s JetBlue JBLU Stock Holding History

Larson Financial Group’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$402 Sell
95
-404
-81% -$2.09K ﹤0.01% 3621
2026
Q2 		$2.86K Buy
499
+3
+0.6% +$15 ﹤0.01% 3004
2026
Q1 		$2.19K Hold
496
– – ﹤0.01% 2931
2025
Q4 		$2.26K Hold
496
– – ﹤0.01% 2746
2025
Q3 		$2.44K Sell
496
-83
-14% -$399 ﹤0.01% 2625
2025
Q2 		$2.45K Buy
579
+5
+0.9% +$22 ﹤0.01% 2341
2025
Q1 		$2.77K Sell
574
-1,612
-74% -$10.6K ﹤0.01% 2067
2024
Q4 		$17.2K Buy
2,186
+48
+2% +$325 ﹤0.01% 1275
2024
Q3 		$14K Buy
2,138
+1,667
+354% +$9.39K ﹤0.01% 1349
2024
Q2 		$2.87K Buy
471
+26
+6% +$157 ﹤0.01% 1543
2024
Q1 		$3.3K Hold
445
– – ﹤0.01% 1276
2023
Q4 		$2.47K Hold
445
– – ﹤0.01% 1334
2023
Q3 		$2.05K Buy
445
+404
+985% +$2.66K ﹤0.01% 1355
2023
Q2 		$363 Hold
41
– – ﹤0.01% 1472
2023
Q1 		$298 Hold
41
– – ﹤0.01% 1448
2022
Q4 		$266 Hold
41
– – ﹤0.01% 1409
2022
Q3 		$0 Hold
41
– – ﹤0.01% 1348
2022
Q2 		$0 Hold
41
– – ﹤0.01% 1248
2022
Q1 		$1K Hold
41
– – ﹤0.01% 978
2021
Q4 		$1K Sell
41
-991
-96% -$14.6K ﹤0.01% 1020
2021
Q3 		$16K Buy
1,032
+991
+2,417% +$15.2K ﹤0.01% 509
2021
Q2 		$1K Hold
41
– – ﹤0.01% 777
2021
Q1 		$1K Hold
41
– – ﹤0.01% 776
2020
Q4 		$1K Hold
41
– – ﹤0.01% 701
2020
Q3 		$0 Hold
41
– – ﹤0.01% 785
2020
Q2 		$0 Hold
41
– – ﹤0.01% 719
2020
Q1 		$0 Buy
+41
New +$680 ﹤0.01% 596

Other funds holding JBLU

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Larson Financial Group reduced its JetBlue (JBLU) stake by 81% in Q3 2026, selling an estimated $2.09K and leaving 95 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Larson Financial Group first reported a position in JBLU in Q1 2020 and has held it in 27 quarters since. The position peaked at $17.2K in Q4 2024. 205 funds tracked by Wall St. Rank hold JBLU as of Q3 2026.

  • Larson Financial Group held 95 shares of JetBlue worth $402 as of Q3 2026.
  • Larson Financial Group sold 404 JetBlue shares in Q3 2026, an estimated $2.09K.
  • JetBlue made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3621 holding.
  • Larson Financial Group first reported a position in JetBlue in Q1 2020 and has held it in 27 quarters since.
  • Larson Financial Group's JetBlue position peaked at $17.2K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held JetBlue as of Q3 2026.

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