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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Larson Financial Group reduced its Portland General Electric (POR) stake by 17% in Q2 2026, selling an estimated $1.77K and leaving 169 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Larson Financial Group first reported a position in POR in Q4 2018 and has held it in 19 quarters since. The position peaked at $10.8K in Q1 2026. 506 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Larson Financial Group held 169 shares of Portland General Electric worth $8.76K as of Q2 2026.
  • Larson Financial Group sold 35 Portland General Electric shares in Q2 2026, an estimated $1.77K.
  • Portland General Electric made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2486 holding.
  • Larson Financial Group first reported a position in Portland General Electric in Q4 2018 and has held it in 19 quarters since.
  • Larson Financial Group's Portland General Electric position peaked at $10.8K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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