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Larson Financial Group’s Lifeway Foods LWAY Stock Holding History

Larson Financial Group’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.4K Buy
+852
New +$21.7K ﹤0.01% 1871
2026
Q1 		– Sell
-2,580
Closed -$62.5K – 3728
2025
Q4 		$62.5K Buy
2,580
+1,464
+131% +$35.9K ﹤0.01% 1133
2025
Q3 		$31K Buy
+1,116
New +$31.4K ﹤0.01% 1402

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

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

Larson Financial Group opened a new position in Lifeway Foods (LWAY) in Q2 2026: 852 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1871 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in LWAY as recently as Q4 2025.

Larson Financial Group first reported a position in LWAY in Q3 2025 and has held it in 3 quarters since. The position peaked at $62.5K in Q4 2025. 97 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • Larson Financial Group held 852 shares of Lifeway Foods worth $25.4K as of Q2 2026.
  • Lifeway Foods was a new Larson Financial Group position in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1871 holding.
  • Larson Financial Group first reported a position in Lifeway Foods in Q3 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Lifeway Foods position peaked at $62.5K in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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