Larson Financial Group
POR icon

Larson Financial Group’s Portland General Electric POR Stock Holding History

Larson Financial Group’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.66K Buy
194
+25
+15% +$1.24K ﹤0.01% 2581
2026
Q2 		$8.76K Sell
169
-35
-17% -$1.77K ﹤0.01% 2486
2026
Q1 		$10.8K Sell
204
-5
-2% -$257 ﹤0.01% 2206
2025
Q4 		$10K Buy
209
+50
+31% +$2.36K ﹤0.01% 2114
2025
Q3 		$7K Buy
159
+123
+342% +$5.16K ﹤0.01% 2211
2025
Q2 		$1.46K Sell
36
-4
-10% -$168 ﹤0.01% 2525
2025
Q1 		$1.78K Sell
40
-92
-70% -$3.94K ﹤0.01% 2202
2024
Q4 		$5.76K Buy
132
+123
+1,367% +$5.72K ﹤0.01% 1634
2024
Q3 		$431 Buy
9
+4
+80% +$187 ﹤0.01% 2164
2024
Q2 		$216 Buy
+5
New +$215 ﹤0.01% 2045
2021
Q2 		– Sell
-8
Closed – – 912
2021
Q1 		$0 Hold
8
– – ﹤0.01% 911
2020
Q4 		$0 Hold
8
– – ﹤0.01% 823
2020
Q3 		$0 Hold
8
– – ﹤0.01% 816
2020
Q2 		$0 Hold
8
– – ﹤0.01% 742
2020
Q1 		$0 Hold
8
– – ﹤0.01% 636
2019
Q4 		$0 Hold
8
– – ﹤0.01% 647
2019
Q3 		$0 Hold
8
– – ﹤0.01% 611
2019
Q2 		$0 Sell
8
-6
-43% -$318 ﹤0.01% 559
2019
Q1 		$1K Hold
14
– – ﹤0.01% 457
2018
Q4 		$1K Buy
+14
New +$656 ﹤0.01% 436

Other funds holding POR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
HITE Hedge Asset Management
HITE Hedge Asset Management Braintree, Massachusetts $1.82B AUM 7.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

Larson Financial Group increased its Portland General Electric (POR) stake by 15% in Q3 2026, buying an estimated $1.24K and bringing the position to 194 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Larson Financial Group first reported a position in POR in Q4 2018 and has held it in 20 quarters since. The position peaked at $10.8K in Q1 2026. 391 funds tracked by Wall St. Rank hold POR as of Q3 2026.

  • Larson Financial Group held 194 shares of Portland General Electric worth $8.66K as of Q3 2026.
  • Larson Financial Group bought 25 Portland General Electric shares in Q3 2026, an estimated $1.24K.
  • Portland General Electric made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2581 holding.
  • Larson Financial Group first reported a position in Portland General Electric in Q4 2018 and has held it in 20 quarters since.
  • Larson Financial Group's Portland General Electric position peaked at $10.8K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Portland General Electric as of Q3 2026.

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