Larson Financial Group
WLFC icon

Larson Financial Group’s Willis Lease Finance WLFC Stock Holding History

Larson Financial Group’s Portfolio WLFC Stock Details WLFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21K Buy
420
+153
+57% +$9.37K ﹤0.01% 2082
2026
Q2 		$20.4K Buy
267
+57
+27% +$3.72K ﹤0.01% 2003
2026
Q1 		$11.9K Buy
210
+33
+19% +$1.98K ﹤0.01% 2128
2025
Q4 		$8K Sell
177
-1,905
-91% -$82.2K ﹤0.01% 2242
2025
Q3 		$95.1K Buy
2,082
+1,383
+198% +$67.1K ﹤0.01% 926
2025
Q2 		$33.3K Buy
+699
New +$33K ﹤0.01% 1249

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Renaissance Technologies
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Vanguard Capital Management
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RBF Capital
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Geode Capital Management
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
BNP Paribas Financial Markets
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Larson Financial Group's WLFC Position: Q3 2026 in Review

Larson Financial Group increased its Willis Lease Finance (WLFC) stake by 57% in Q3 2026, buying an estimated $9.37K and bringing the position to 420 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Larson Financial Group first reported a position in WLFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $95.1K in Q3 2025. 120 funds tracked by Wall St. Rank hold WLFC as of Q3 2026.

  • Larson Financial Group held 420 shares of Willis Lease Finance worth $21K as of Q3 2026.
  • Larson Financial Group bought 153 Willis Lease Finance shares in Q3 2026, an estimated $9.37K.
  • Willis Lease Finance made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2082 holding.
  • Larson Financial Group first reported a position in Willis Lease Finance in Q2 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Willis Lease Finance position peaked at $95.1K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Willis Lease Finance as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.