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Larson Financial Group’s Presidio Property Trust SQFT Stock Holding History

Larson Financial Group’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-342
Closed -$1.82K – 3648
2025
Q3 		$1.82K Hold
342
– – ﹤0.01% 2749
2025
Q2 		$1.79K Sell
342
-1
-0.3% -$6 ﹤0.01% 2454
2025
Q1 		$1.97K Hold
343
– – ﹤0.01% 2170
2024
Q4 		$2.74K Hold
343
– – ﹤0.01% 1811
2024
Q3 		$2.46K Hold
343
– – ﹤0.01% 1817
2024
Q2 		$2.39K Hold
343
– – ﹤0.01% 1568
2024
Q1 		$4.18K Hold
343
– – ﹤0.01% 1234
2023
Q4 		$3.53K Hold
343
– – ﹤0.01% 1263
2023
Q3 		$2.73K Sell
343
-134
-28% -$1.14K ﹤0.01% 1297
2023
Q2 		$4.3K Hold
477
– – ﹤0.01% 1132
2023
Q1 		$4.92K Hold
477
– – ﹤0.01% 1093
2022
Q4 		$4.53K Hold
477
– – ﹤0.01% 1056
2022
Q3 		$6K Buy
+477
New +$12.8K ﹤0.01% 928

Other funds holding SQFT

KF
Ketron Financial Novato, California $279M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Larson Financial Group sold out of Presidio Property Trust (SQFT) in Q4 2025, closing a stake of 342 shares — an estimated $1.82K sold.

Larson Financial Group first reported a position in SQFT in Q3 2022 and held it in 13 quarters. The position peaked at $6K in Q3 2022. 15 funds tracked by Wall St. Rank hold SQFT as of Q4 2025.

  • Larson Financial Group reported no remaining Presidio Property Trust position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 342 Presidio Property Trust shares in Q4 2025, an estimated $1.82K.
  • Larson Financial Group first reported a position in Presidio Property Trust in Q3 2022 and held it in 13 quarters.
  • Larson Financial Group's Presidio Property Trust position peaked at $6K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2025.

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