LFG
LONA

Larson Financial Group’s LeonaBio Inc LONA Stock Holding History

Larson Financial Group’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,500
Closed -$8.8K – 3075
2024
Q4 		$8.8K Hold
1,500
– – ﹤0.01% 1527
2024
Q3 		$6.69K Buy
+1,500
New +$35.2K ﹤0.01% 1611

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Larson Financial Group's LONA Position: Q1 2025 in Review

Larson Financial Group sold out of LeonaBio Inc (LONA) in Q1 2025, closing a stake of 1,500 shares — an estimated $8.8K sold.

Larson Financial Group first reported a position in LONA in Q3 2024 and held it in 2 quarters. The position peaked at $8.8K in Q4 2024. 53 funds tracked by Wall St. Rank hold LONA as of Q1 2025.

  • Larson Financial Group reported no remaining LeonaBio Inc position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,500 LeonaBio Inc shares in Q1 2025, an estimated $8.8K.
  • Larson Financial Group first reported a position in LeonaBio Inc in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's LeonaBio Inc position peaked at $8.8K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held LeonaBio Inc as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.