Larson Financial Group’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93.4K	Buy	875 +230	+36%	+$24.6K	﹤0.01%	1024
2025 Q4	$67.9K	Buy	645 +123	+24%	+$12.7K	﹤0.01%	1092
2025 Q3	$52.4K	Buy	522 +255	+96%	+$24.1K	﹤0.01%	1140
2025 Q2	$24.5K	Buy	267 +185	+226%	+$16.2K	﹤0.01%	1383
2025 Q1	$7.54K	Buy	82 +64	+356%	+$5.47K	﹤0.01%	1745
2024 Q4	$1.52K	Sell	18 -35	-66%	-$2.88K	﹤0.01%	1941
2024 Q3	$4.19K	Buy	53 +47	+783%	+$3.69K	﹤0.01%	1702
2024 Q2	$448	Hold	6	–	–	﹤0.01%	1866
2024 Q1	$470	Hold	6	–	–	﹤0.01%	1564
2023 Q4	$418	Buy	+6	New	+$399	﹤0.01%	1590
2022 Q2	–	Sell	-200	Closed	-$13K	–	1252
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	598
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	639
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	579
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	538
2021 Q1	$10K	Hold	200	–	–	﹤0.01%	549
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	509
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	482
2020 Q2	$7K	Buy	+200	New	+$6.74K	﹤0.01%	437

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return