LFG
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Larson Financial Group’s Lindblad Expeditions LIND Stock Holding History

Larson Financial Group’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7K Buy
621
+16
+3% +$284 ﹤0.01% 2207
2025
Q4 		$8.72K Buy
605
+448
+285% +$5.65K ﹤0.01% 2188
2025
Q3 		$2.01K Buy
157
+21
+15% +$276 ﹤0.01% 2709
2025
Q2 		$1.59K Sell
136
-261
-66% -$2.59K ﹤0.01% 2496
2025
Q1 		$3.68K Buy
+397
New +$4.53K ﹤0.01% 1967

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return