Larson Financial Group
PDM icon

Larson Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Larson Financial Group’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$814 Buy
+89
New +$734 ﹤0.01% 3382
2026
Q1 		– Sell
-39
Closed -$325 – 3757
2025
Q4 		$325 Sell
39
-13
-25% -$109 ﹤0.01% 3200
2025
Q3 		$468 Buy
+52
New +$418 ﹤0.01% 3125

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Deutsche Bank
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Vanguard Capital Management
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State Street
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WAM
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Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's PDM Position: Q2 2026 in Review

Larson Financial Group opened a new position in Piedmont Realty Trust (PDM) in Q2 2026: 89 shares worth $814. The stake represents ﹤0.01% of the portfolio and ranks #3382 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in PDM as recently as Q4 2025.

Larson Financial Group first reported a position in PDM in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

  • Larson Financial Group held 89 shares of Piedmont Realty Trust worth $814 as of Q2 2026.
  • Piedmont Realty Trust was a new Larson Financial Group position in Q2 2026.
  • Piedmont Realty Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3382 holding.
  • Larson Financial Group first reported a position in Piedmont Realty Trust in Q3 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.