Larson Financial Group
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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
Q3 		$817K Buy
910
+65
+8% +$56.1K 0.02% 439
2026
Q2 		$669K Buy
845
+130
+18% +$93.7K 0.02% 475
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Larson Financial Group increased its NewMarket (NEU) stake by 7.7% in Q3 2026, buying an estimated $56.1K and bringing the position to 910 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #439.

Larson Financial Group first reported a position in NEU in Q3 2021 and has held it in 11 quarters since. 221 funds tracked by Wall St. Rank hold NEU as of Q3 2026.

  • Larson Financial Group held 910 shares of NewMarket worth $817K as of Q3 2026.
  • Larson Financial Group bought 65 NewMarket shares in Q3 2026, an estimated $56.1K.
  • NewMarket made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #439 holding.
  • Larson Financial Group first reported a position in NewMarket in Q3 2021 and has held it in 11 quarters since.
  • 221 funds tracked by Wall St. Rank held NewMarket as of Q3 2026.

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