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Larson Financial Group’s Malibu Boats MBUU Stock Holding History

Larson Financial Group’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-53
Closed -$1.5K – 3729
2025
Q4 		$1.5K Sell
53
-28
-35% -$812 ﹤0.01% 2844
2025
Q3 		$2.63K Hold
81
– – ﹤0.01% 2601
2025
Q2 		$2.54K Buy
+81
New +$2.44K ﹤0.01% 2331

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Larson Financial Group's MBUU Position: Q1 2026 in Review

Larson Financial Group sold out of Malibu Boats (MBUU) in Q1 2026, closing a stake of 53 shares — an estimated $1.5K sold.

Larson Financial Group first reported a position in MBUU in Q2 2025 and held it in 3 quarters. The position peaked at $2.63K in Q3 2025. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Larson Financial Group reported no remaining Malibu Boats position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 53 Malibu Boats shares in Q1 2026, an estimated $1.5K.
  • Larson Financial Group first reported a position in Malibu Boats in Q2 2025 and held it in 3 quarters.
  • Larson Financial Group's Malibu Boats position peaked at $2.63K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.