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Larson Financial Group’s Workhorse Group WKHS Stock Holding History

Larson Financial Group’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– -$4 – 2926
2024
Q3 		– Hold
0
– – – 2692
2021
Q3 		– Sell
-1
Closed -$30K – 959
2021
Q2 		$30K Buy
+1
New +$37K 0.01% 372
2021
Q1 		– Hold
0
– – – 656

Other funds holding WKHS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Larson Financial Group's WKHS Position: Q4 2024 in Review

Larson Financial Group held its Workhorse Group (WKHS) position steady in Q4 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2926.

Larson Financial Group first reported a position in WKHS in Q2 2021 and has held it in 1 quarter since. The position peaked at $30K in Q2 2021. 42 funds tracked by Wall St. Rank hold WKHS as of Q4 2024.

  • Larson Financial Group held 0 shares of Workhorse Group worth $0 as of Q4 2024.
  • Larson Financial Group left its Workhorse Group share count unchanged in Q4 2024.
  • Workhorse Group made up ﹤0.01% of Larson Financial Group's portfolio in Q4 2024, its #2926 holding.
  • Larson Financial Group first reported a position in Workhorse Group in Q2 2021 and has held it in 1 quarter since.
  • Larson Financial Group's Workhorse Group position peaked at $30K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Workhorse Group as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.