Larson Financial Group
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Larson Financial Group’s Ocean Power Technologies OPTT Stock Holding History

Larson Financial Group’s Portfolio OPTT Stock Details OPTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$205 Sell
153
-1
-0.6% -$5 ﹤0.01% 3698
2026
Q2 		$1.21K Hold
154
– – ﹤0.01% 3255
2026
Q1 		$1.61K Hold
154
– – ﹤0.01% 3020
2025
Q4 		$1.38K Hold
154
– – ﹤0.01% 2859
2025
Q3 		$2.32K Hold
154
– – ﹤0.01% 2648
2025
Q2 		$2.19K Buy
+154
New +$2.19K ﹤0.01% 2375

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Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Morton Brown Family Wealth
Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Larson Financial Group reduced its Ocean Power Technologies (OPTT) stake by 0.65% in Q3 2026, selling an estimated $5 and leaving 153 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

Larson Financial Group first reported a position in OPTT in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.32K in Q3 2025. 15 funds tracked by Wall St. Rank hold OPTT as of Q3 2026.

  • Larson Financial Group held 153 shares of Ocean Power Technologies worth $205 as of Q3 2026.
  • Larson Financial Group sold 1 Ocean Power Technologies share in Q3 2026, an estimated $5.
  • Ocean Power Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3698 holding.
  • Larson Financial Group first reported a position in Ocean Power Technologies in Q2 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Ocean Power Technologies position peaked at $2.32K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Ocean Power Technologies as of Q3 2026.

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