Larson Financial Group
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Larson Financial Group’s El Pollo Loco LOCO Stock Holding History

Larson Financial Group’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$172 Hold
12
– – ﹤0.01% 3711
2026
Q2 		$204 Hold
12
– – ﹤0.01% 3600
2026
Q1 		$166 Hold
12
– – ﹤0.01% 3471
2025
Q4 		$126 Hold
12
– – ﹤0.01% 3315
2025
Q3 		$116 Hold
12
– – ﹤0.01% 3312
2025
Q2 		$132 Buy
+12
New +$119 ﹤0.01% 3128
2025
Q1 		– Sell
-25
Closed -$289 – 3153
2024
Q4 		$289 Buy
+25
New +$315 ﹤0.01% 2346

Other funds holding LOCO

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LSV Asset Management
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First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B 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
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

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

Larson Financial Group held its El Pollo Loco (LOCO) position steady in Q3 2026 at 12 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

Larson Financial Group first reported a position in LOCO in Q4 2024 and has held it in 7 quarters since. The position peaked at $289 in Q4 2024. 61 funds tracked by Wall St. Rank hold LOCO as of Q3 2026.

  • Larson Financial Group held 12 shares of El Pollo Loco worth $172 as of Q3 2026.
  • Larson Financial Group left its El Pollo Loco share count unchanged in Q3 2026.
  • El Pollo Loco made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3711 holding.
  • Larson Financial Group first reported a position in El Pollo Loco in Q4 2024 and has held it in 7 quarters since.
  • Larson Financial Group's El Pollo Loco position peaked at $289 in Q4 2024.
  • 61 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2026.

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