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Larson Financial Group’s Netcapital NCPL Stock Holding History

Larson Financial Group’s Portfolio NCPL Stock Details NCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$630 Sell
1,954
-6,000
-75% -$3.49K ﹤0.01% 3268
2025
Q4 		$5.25K Hold
7,954
– – ﹤0.01% 2437
2025
Q3 		$19.1K Buy
7,954
+590
+8% +$1.88K ﹤0.01% 1668
2025
Q2 		$50.5K Buy
+7,364
New +$18.3K ﹤0.01% 1070

Other funds holding NCPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Larson Financial Group reduced its Netcapital (NCPL) stake by 75% in Q1 2026, selling an estimated $3.49K and leaving 1,954 shares worth $630. The position accounts for ﹤0.01% of the portfolio, ranked #3268.

Larson Financial Group first reported a position in NCPL in Q2 2025 and has held it in 4 quarters since. The position peaked at $50.5K in Q2 2025. 11 funds tracked by Wall St. Rank hold NCPL as of Q1 2026.

  • Larson Financial Group held 1,954 shares of Netcapital worth $630 as of Q1 2026.
  • Larson Financial Group sold 6,000 Netcapital shares in Q1 2026, an estimated $3.49K.
  • Netcapital made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3268 holding.
  • Larson Financial Group first reported a position in Netcapital in Q2 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Netcapital position peaked at $50.5K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Netcapital as of Q1 2026.

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