Larson Financial Group’s Prestige Consumer Healthcare PBH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19K	Buy	321 +36	+13%	+$2.34K	﹤0.01%	1876
2025 Q4	$17.6K	Buy	285 +258	+956%	+$15.8K	﹤0.01%	1792
2025 Q3	$1.69K	Sell	27 -17	-39%	-$1.18K	﹤0.01%	2773
2025 Q2	$3.51K	Buy	44 +24	+120%	+$2.01K	﹤0.01%	2217
2025 Q1	$1.72K	Buy	20 +3	+18%	+$246	﹤0.01%	2214
2024 Q4	$1.33K	Buy	17 +10	+143%	+$776	﹤0.01%	1964
2024 Q3	$505	Hold	7	–	–	﹤0.01%	2126
2024 Q2	$482	Buy	+7	New	+$474	﹤0.01%	1847

Other funds holding PBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return