Larson Financial Group’s NewMarket NEU Stock Holding History

Larson Financial Group’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Sell	715 -177	-20%	-$115K	0.01%	502
2025 Q4	$613K	Buy	892 +5	+0.6%	+$3.82K	0.02%	411
2025 Q3	$735K	Buy	887 +145	+20%	+$112K	0.03%	374
2025 Q2	$513K	Buy	742 +129	+21%	+$80K	0.02%	427
2025 Q1	$347K	Buy	613 +117	+24%	+$61.7K	0.02%	485
2024 Q4	$262K	Buy	496 +14	+3%	+$7.5K	0.01%	504
2024 Q3	$266K	Buy	482 +164	+52%	+$89.8K	0.02%	503
2024 Q2	$164K	Buy	+318	New	+$177K	0.01%	529
2021 Q4	–	Sell	-62	Closed	-$21K	–	1145
2021 Q3	$21K	Buy	+62	New	+$20.3K	﹤0.01%	459

Other funds holding NEU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return