Larson Financial Group’s Scully Royalty SRL Stock Holding History

Larson Financial Group’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-226	Closed	-$1.77K	–	3917
2026 Q1	$1.77K	Hold	226	–	–	﹤0.01%	2998
2025 Q4	$1.93K	Hold	226	–	–	﹤0.01%	2788
2025 Q3	$1.36K	Hold	226	–	–	﹤0.01%	2829
2025 Q2	$1.31K	Hold	226	–	–	﹤0.01%	2555
2025 Q1	$1.83K	Hold	226	–	–	﹤0.01%	2195
2024 Q4	$2.09K	Hold	226	–	–	﹤0.01%	1870
2024 Q3	$1.81K	Hold	226	–	–	﹤0.01%	1875
2024 Q2	$1.61K	Hold	226	–	–	﹤0.01%	1624
2024 Q1	$1.39K	Hold	226	–	–	﹤0.01%	1413
2023 Q4	$1.38K	Hold	226	–	–	﹤0.01%	1416
2023 Q3	$1.28K	Hold	226	–	–	﹤0.01%	1448
2023 Q2	$1.65K	Hold	226	–	–	﹤0.01%	1299
2023 Q1	$1.51K	Hold	226	–	–	﹤0.01%	1286
2022 Q4	$1.74K	Hold	226	–	–	﹤0.01%	1218
2022 Q3	$2K	Hold	226	–	–	﹤0.01%	1146
2022 Q2	$2K	Hold	226	–	–	﹤0.01%	1063
2022 Q1	$2K	Hold	226	–	–	﹤0.01%	938
2021 Q4	$2K	Buy	226 +16	+8%	+$164	﹤0.01%	971
2021 Q3	$2K	Hold	210	–	–	﹤0.01%	797
2021 Q2	$3K	Buy	210 +17	+9%	+$205	﹤0.01%	702
2021 Q1	$2K	Hold	193	–	–	﹤0.01%	727
2020 Q4	$1K	Hold	193	–	–	﹤0.01%	723
2020 Q3	$1K	Hold	193	–	–	﹤0.01%	690
2020 Q2	$1K	Hold	193	–	–	﹤0.01%	651
2020 Q1	$1K	Hold	193	–	–	﹤0.01%	510
2019 Q4	$2K	Hold	193	–	–	﹤0.01%	469
2019 Q3	$2K	Hold	193	–	–	﹤0.01%	445
2019 Q2	$3K	Hold	193	–	–	﹤0.01%	370
2019 Q1	$1K	Hold	193	–	–	﹤0.01%	462
2018 Q4	$1K	Buy	+193	New	+$959	﹤0.01%	442

Other funds holding SRL

MILFAM LLC Stuart, Florida $128M AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Larson Financial Group's SRL Position: Q2 2026 in Review

Larson Financial Group sold out of Scully Royalty (SRL) in Q2 2026, closing a stake of 226 shares — an estimated $1.77K sold.

Larson Financial Group first reported a position in SRL in Q4 2018 and held it in 30 quarters. The position peaked at $3K in Q2 2021. 15 funds tracked by Wall St. Rank hold SRL as of Q2 2026.

Larson Financial Group reported no remaining Scully Royalty position as of Q2 2026 after selling out during the quarter.
Larson Financial Group sold 226 Scully Royalty shares in Q2 2026, an estimated $1.77K.
Larson Financial Group first reported a position in Scully Royalty in Q4 2018 and held it in 30 quarters.
Larson Financial Group's Scully Royalty position peaked at $3K in Q2 2021.
15 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.