LFG
SMWB icon

Larson Financial Group’s Similarweb SMWB Stock Holding History

Larson Financial Group’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,686
Closed -$25K – 3640
2025
Q3 		$25K Buy
+2,686
New +$24K ﹤0.01% 1514

Other funds holding SMWB

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Larson Financial Group's SMWB Position: Q4 2025 in Review

Larson Financial Group sold out of Similarweb (SMWB) in Q4 2025, closing a stake of 2,686 shares — an estimated $25K sold.

Larson Financial Group first reported a position in SMWB in Q3 2025 and held it in 1 quarter. The position peaked at $25K in Q3 2025. 97 funds tracked by Wall St. Rank hold SMWB as of Q4 2025.

  • Larson Financial Group reported no remaining Similarweb position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 2,686 Similarweb shares in Q4 2025, an estimated $25K.
  • Larson Financial Group first reported a position in Similarweb in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's Similarweb position peaked at $25K in Q3 2025.
  • 97 funds tracked by Wall St. Rank held Similarweb as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.