LFG
TW icon

Larson Financial Group’s Tradeweb Markets TW Stock Holding History

Larson Financial Group’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.7K Buy
414
+123
+42% +$14.1K ﹤0.01% 1370
2025
Q4 		$31.3K Buy
291
+233
+402% +$25K ﹤0.01% 1465
2025
Q3 		$6.44K Sell
58
-130
-69% -$16.7K ﹤0.01% 2254
2025
Q2 		$27.5K Buy
188
+97
+107% +$13.5K ﹤0.01% 1338
2025
Q1 		$13.5K Buy
91
+26
+40% +$3.46K ﹤0.01% 1522
2024
Q4 		$8.51K Buy
65
+10
+18% +$1.32K ﹤0.01% 1538
2024
Q3 		$6.8K Buy
55
+2
+4% +$227 ﹤0.01% 1609
2024
Q2 		$5.62K Buy
53
+52
+5,200% +$5.5K ﹤0.01% 1421
2024
Q1 		$104 Hold
1
– – ﹤0.01% 1701
2023
Q4 		$91 Buy
+1
New +$89 ﹤0.01% 1720

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return