LFG
KLG

Larson Financial Group’s WK Kellogg Co KLG Stock Holding History

Larson Financial Group’s Portfolio KLG Stock Details KLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-313
Closed -$4.99K – 3557
2025
Q2 		$4.99K Buy
313
+76
+32% +$1.32K ﹤0.01% 2070
2025
Q1 		$4.73K Hold
237
– – ﹤0.01% 1899
2024
Q4 		$4.26K Buy
237
+53
+29% +$970 ﹤0.01% 1706
2024
Q3 		$3.15K Hold
184
– – ﹤0.01% 1763
2024
Q2 		$3.03K Buy
184
+6
+3% +$122 ﹤0.01% 1536
2024
Q1 		$3.35K Buy
178
+92
+107% +$1.34K ﹤0.01% 1274
2023
Q4 		$1.13K Buy
+86
New +$968 ﹤0.01% 1448

Other funds holding KLG

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $102M AUM 26.98% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return