Larson Financial Group
SG icon

Larson Financial Group’s Sweetgreen SG Stock Holding History

Larson Financial Group’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$66.4K Buy
7,489
+5,332
+247% +$36.9K ﹤0.01% 1459
2026
Q2 		$19K Buy
2,157
+1,388
+180% +$10.6K ﹤0.01% 2036
2026
Q1 		$3.99K Sell
769
-289
-27% -$1.76K ﹤0.01% 2703
2025
Q4 		$7.15K Sell
1,058
-2,708
-72% -$18.6K ﹤0.01% 2305
2025
Q3 		$30.1K Buy
3,766
+2,349
+166% +$25.5K ﹤0.01% 1415
2025
Q2 		$21.1K Buy
1,417
+1,305
+1,165% +$21.5K ﹤0.01% 1468
2025
Q1 		$2.8K Buy
112
+96
+600% +$2.65K ﹤0.01% 2061
2024
Q4 		$513 Hold
16
– – ﹤0.01% 2189
2024
Q3 		$567 Buy
+16
New +$486 ﹤0.01% 2098

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Larson Financial Group increased its Sweetgreen (SG) stake by 247% in Q3 2026, buying an estimated $36.9K and bringing the position to 7,489 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Larson Financial Group first reported a position in SG in Q3 2024 and has held it in 9 quarters since. 163 funds tracked by Wall St. Rank hold SG as of Q3 2026.

  • Larson Financial Group held 7,489 shares of Sweetgreen worth $66.4K as of Q3 2026.
  • Larson Financial Group bought 5,332 Sweetgreen shares in Q3 2026, an estimated $36.9K.
  • Sweetgreen made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1459 holding.
  • Larson Financial Group first reported a position in Sweetgreen in Q3 2024 and has held it in 9 quarters since.
  • 163 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

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