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Larson Financial Group’s Sunstone Hotel Investors SHO Stock Holding History

Larson Financial Group’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$541 Hold
60
– – ﹤0.01% 3299
2025
Q4 		$536 Hold
60
– – ﹤0.01% 3106
2025
Q3 		$562 Sell
60
-9
-13% -$83 ﹤0.01% 3079
2025
Q2 		$599 Buy
69
+24
+53% +$207 ﹤0.01% 2810
2025
Q1 		$423 Hold
45
– – ﹤0.01% 2620
2024
Q4 		$533 Hold
45
– – ﹤0.01% 2180
2024
Q3 		$464 Hold
45
– – ﹤0.01% 2142
2024
Q2 		$471 Buy
+45
New +$466 ﹤0.01% 1852

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Larson Financial Group's SHO Position: Q1 2026 in Review

Larson Financial Group held its Sunstone Hotel Investors (SHO) position steady in Q1 2026 at 60 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Larson Financial Group first reported a position in SHO in Q2 2024 and has held it in 8 quarters since. The position peaked at $599 in Q2 2025. 246 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Larson Financial Group held 60 shares of Sunstone Hotel Investors worth $541 as of Q1 2026.
  • Larson Financial Group left its Sunstone Hotel Investors share count unchanged in Q1 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3299 holding.
  • Larson Financial Group first reported a position in Sunstone Hotel Investors in Q2 2024 and has held it in 8 quarters since.
  • Larson Financial Group's Sunstone Hotel Investors position peaked at $599 in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.