LFG
REE

Larson Financial Group’s REE Automotive REE Stock Holding History

Larson Financial Group’s Portfolio REE Stock Details REE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-67
Closed -$178 – 3465
2025
Q1 		$178 Hold
67
– – ﹤0.01% 2815
2024
Q4 		$592 Hold
67
– – ﹤0.01% 2158
2024
Q3 		$473 Hold
67
– – ﹤0.01% 2135
2024
Q2 		$262 Buy
+67
New +$288 ﹤0.01% 1997

Other funds holding REE

MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Larson Financial Group's REE Position: Q2 2025 in Review

Larson Financial Group sold out of REE Automotive (REE) in Q2 2025, closing a stake of 67 shares — an estimated $178 sold.

Larson Financial Group first reported a position in REE in Q2 2024 and held it in 4 quarters. The position peaked at $592 in Q4 2024. 28 funds tracked by Wall St. Rank hold REE as of Q2 2025.

  • Larson Financial Group reported no remaining REE Automotive position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 67 REE Automotive shares in Q2 2025, an estimated $178.
  • Larson Financial Group first reported a position in REE Automotive in Q2 2024 and held it in 4 quarters.
  • Larson Financial Group's REE Automotive position peaked at $592 in Q4 2024.
  • 28 funds tracked by Wall St. Rank held REE Automotive as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.