LFG
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Larson Financial Group’s ePlus PLUS Stock Holding History

Larson Financial Group’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65K Buy
781
+11
+1% +$915 ﹤0.01% 1402
2026
Q1 		$57.9K Buy
+770
New +$63.2K ﹤0.01% 1276
2025
Q3 		– Sell
-5
Closed -$361 – 3593
2025
Q2 		$361 Hold
5
– – ﹤0.01% 2940
2025
Q1 		$305 Hold
5
– – ﹤0.01% 2693
2024
Q4 		$369 Sell
5
-307
-98% -$26.8K ﹤0.01% 2279
2024
Q3 		$30.7K Buy
312
+307
+6,140% +$27K ﹤0.01% 1060
2024
Q2 		$368 Buy
+5
New +$382 ﹤0.01% 1912

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Larson Financial Group increased its ePlus (PLUS) stake by 1.4% in Q2 2026, buying an estimated $915 and bringing the position to 781 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Larson Financial Group first reported a position in PLUS in Q2 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Larson Financial Group held 781 shares of ePlus worth $65K as of Q2 2026.
  • Larson Financial Group bought 11 ePlus shares in Q2 2026, an estimated $915.
  • ePlus made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1402 holding.
  • Larson Financial Group first reported a position in ePlus in Q2 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

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