Larson Financial Group
WOR icon

Larson Financial Group’s Worthington Enterprises WOR Stock Holding History

Larson Financial Group’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.9K Hold
166
– – ﹤0.01% 2510
2026
Q2 		$8.94K Hold
166
– – ﹤0.01% 2472
2026
Q1 		$8.67K Hold
166
– – ﹤0.01% 2332
2025
Q4 		$8.58K Hold
166
– – ﹤0.01% 2200
2025
Q3 		$9.23K Buy
166
+161
+3,220% +$10.1K ﹤0.01% 2058
2025
Q2 		$318 Buy
+5
New +$277 ﹤0.01% 2960
2024
Q4 		– Sell
-2
Closed -$83 – 2927
2024
Q3 		$83 Hold
2
– – ﹤0.01% 2576
2024
Q2 		$95 Buy
+2
New +$113 ﹤0.01% 2253

Other funds holding WOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VELA Investment Management
VELA Investment Management New Albany, Ohio $467M AUM 12.68% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Larson Financial Group's WOR Position: Q3 2026 in Review

Larson Financial Group held its Worthington Enterprises (WOR) position steady in Q3 2026 at 166 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Larson Financial Group first reported a position in WOR in Q2 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold WOR as of Q3 2026.

  • Larson Financial Group held 166 shares of Worthington Enterprises worth $9.9K as of Q3 2026.
  • Larson Financial Group left its Worthington Enterprises share count unchanged in Q3 2026.
  • Worthington Enterprises made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2510 holding.
  • Larson Financial Group first reported a position in Worthington Enterprises in Q2 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Worthington Enterprises as of Q3 2026.

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