LFG
STWD icon

Larson Financial Group’s Starwood Property Trust STWD Stock Holding History

Larson Financial Group’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77K Buy
230
+30
+15% +$522 ﹤0.01% 2879
2026
Q1 		$3.44K Hold
200
– – ﹤0.01% 2772
2025
Q4 		$3.6K Hold
200
– – ﹤0.01% 2588
2025
Q3 		$3.87K Hold
200
– – ﹤0.01% 2444
2025
Q2 		$4.01K Buy
+200
New +$3.89K ﹤0.01% 2163
2025
Q1 		– Sell
-122
Closed -$2.31K – 3196
2024
Q4 		$2.31K Buy
+122
New +$2.42K ﹤0.01% 1848

Other funds holding STWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Larson Financial Group increased its Starwood Property Trust (STWD) stake by 15% in Q2 2026, buying an estimated $522 and bringing the position to 230 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Larson Financial Group first reported a position in STWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.01K in Q2 2025. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.

  • Larson Financial Group held 230 shares of Starwood Property Trust worth $3.77K as of Q2 2026.
  • Larson Financial Group bought 30 Starwood Property Trust shares in Q2 2026, an estimated $522.
  • Starwood Property Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2879 holding.
  • Larson Financial Group first reported a position in Starwood Property Trust in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Starwood Property Trust position peaked at $4.01K in Q2 2025.
  • 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.

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