Larson Financial Group
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Larson Financial Group’s Nasdaq NDAQ Stock Holding History

Larson Financial Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204K Buy
2,216
+124
+6% +$11.6K 0.01% 936
2026
Q2 		$165K Buy
2,092
+428
+26% +$37.5K ﹤0.01% 933
2026
Q1 		$141K Buy
1,664
+175
+12% +$15.7K ﹤0.01% 839
2025
Q4 		$145K Sell
1,489
-142
-9% -$12.8K ﹤0.01% 797
2025
Q3 		$144K Buy
1,631
+96
+6% +$8.89K 0.01% 778
2025
Q2 		$137K Buy
1,535
+546
+55% +$43.6K 0.01% 751
2025
Q1 		$75.1K Buy
989
+377
+62% +$29.7K ﹤0.01% 875
2024
Q4 		$47.3K Buy
612
+242
+65% +$18.7K ﹤0.01% 922
2024
Q3 		$27K Buy
370
+48
+15% +$3.28K ﹤0.01% 1098
2024
Q2 		$19.4K Sell
322
-33
-9% -$2K ﹤0.01% 1063
2024
Q1 		$22.4K Buy
355
+314
+766% +$18.2K ﹤0.01% 865
2023
Q4 		$2.38K Buy
+41
New +$2.16K ﹤0.01% 1339
2020
Q1 		– Sell
-300
Closed -$11K – 616
2019
Q4 		$11K Hold
300
– – 0.01% 289
2019
Q3 		$10K Hold
300
– – 0.01% 308
2019
Q2 		$10K Hold
300
– – 0.01% 251
2019
Q1 		$9K Sell
300
-351
-54% -$10K 0.01% 246
2018
Q4 		$18K Buy
+651
New +$18.6K 0.02% 171

Other funds holding NDAQ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Larson Financial Group increased its Nasdaq (NDAQ) stake by 5.9% in Q3 2026, buying an estimated $11.6K and bringing the position to 2,216 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #936.

Larson Financial Group first reported a position in NDAQ in Q4 2018 and has held it in 17 quarters since. 577 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Larson Financial Group held 2,216 shares of Nasdaq worth $204K as of Q3 2026.
  • Larson Financial Group bought 124 Nasdaq shares in Q3 2026, an estimated $11.6K.
  • Nasdaq made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #936 holding.
  • Larson Financial Group first reported a position in Nasdaq in Q4 2018 and has held it in 17 quarters since.
  • 577 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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