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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
Q2 		$19.9K Buy
705
+84
+14% +$1.77K ﹤0.01% 2016
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Larson Financial Group's LIND Position: Q2 2026 in Review

Larson Financial Group increased its Lindblad Expeditions (LIND) stake by 14% in Q2 2026, buying an estimated $1.77K and bringing the position to 705 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Larson Financial Group first reported a position in LIND in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Larson Financial Group held 705 shares of Lindblad Expeditions worth $19.9K as of Q2 2026.
  • Larson Financial Group bought 84 Lindblad Expeditions shares in Q2 2026, an estimated $1.77K.
  • Lindblad Expeditions made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2016 holding.
  • Larson Financial Group first reported a position in Lindblad Expeditions in Q1 2025 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.