Larson Financial Group
ROKU icon

Larson Financial Group’s Roku ROKU Stock Holding History

Larson Financial Group’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$441K Sell
2,894
-2,997
-51% -$451K 0.01% 641
2026
Q2 		$814K Buy
5,891
+4,794
+437% +$585K 0.02% 419
2026
Q1 		$104K Buy
1,097
+446
+69% +$43.4K ﹤0.01% 977
2025
Q4 		$70.6K Buy
651
+95
+17% +$9.6K ﹤0.01% 1074
2025
Q3 		$55.7K Buy
556
+135
+32% +$12.5K ﹤0.01% 1117
2025
Q2 		$37K Buy
421
+108
+35% +$7.54K ﹤0.01% 1192
2025
Q1 		$22K Buy
313
+13
+4% +$1.04K ﹤0.01% 1322
2024
Q4 		$22.3K Hold
300
– – ﹤0.01% 1174
2024
Q3 		$22.4K Buy
300
+4
+1% +$256 ﹤0.01% 1156
2024
Q2 		$17.7K Sell
296
-23
-7% -$1.35K ﹤0.01% 1091
2024
Q1 		$20.8K Sell
319
-77
-19% -$5.99K ﹤0.01% 882
2023
Q4 		$36.3K Buy
396
+79
+25% +$6.61K ﹤0.01% 712
2023
Q3 		$22.4K Hold
317
– – ﹤0.01% 789
2023
Q2 		$20.3K Sell
317
-10
-3% -$607 ﹤0.01% 737
2023
Q1 		$21.5K Sell
327
-40
-11% -$2.34K ﹤0.01% 722
2022
Q4 		$14.9K Hold
367
– – ﹤0.01% 759
2022
Q3 		$21K Sell
367
-54
-13% -$4.11K ﹤0.01% 627
2022
Q2 		$35K Sell
421
-5
-1% -$484 0.01% 445
2022
Q1 		$53K Buy
426
+64
+18% +$9.39K 0.01% 367
2021
Q4 		$83K Sell
362
-78
-18% -$21K 0.01% 302
2021
Q3 		$138K Buy
440
+61
+16% +$23K 0.03% 180
2021
Q2 		$174K Buy
379
+5
+1% +$1.77K 0.04% 141
2021
Q1 		$122K Buy
374
+114
+44% +$44.7K 0.04% 151
2020
Q4 		$86K Buy
260
+212
+442% +$55.6K 0.03% 152
2020
Q3 		$9K Hold
48
– – ﹤0.01% 455
2020
Q2 		$6K Buy
+48
New +$5.49K ﹤0.01% 461
2020
Q1 		– Sell
-475
Closed -$64K – 641
2019
Q4 		$64K Hold
475
– – 0.04% 134
2019
Q3 		$48K Buy
+475
New +$58.1K 0.03% 150

Other funds holding ROKU

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $61B AUM 31.38% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Larson Financial Group reduced its Roku (ROKU) stake by 51% in Q3 2026, selling an estimated $451K and leaving 2,894 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #641.

Larson Financial Group first reported a position in ROKU in Q3 2019 and has held it in 28 quarters since. The position peaked at $814K in Q2 2026. 558 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Larson Financial Group held 2,894 shares of Roku worth $441K as of Q3 2026.
  • Larson Financial Group sold 2,997 Roku shares in Q3 2026, an estimated $451K.
  • Roku made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #641 holding.
  • Larson Financial Group first reported a position in Roku in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Roku position peaked at $814K in Q2 2026.
  • 558 funds tracked by Wall St. Rank held Roku as of Q3 2026.

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