LFG
XHR

Larson Financial Group’s Xenia Hotels & Resorts XHR Stock Holding History

Larson Financial Group’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.73K Buy
521
+11
+2% +$166 ﹤0.01% 2383
2025
Q4 		$7.21K Buy
510
+260
+104% +$3.55K ﹤0.01% 2299
2025
Q3 		$3.43K Buy
250
+46
+23% +$625 ﹤0.01% 2497
2025
Q2 		$2.56K Buy
204
+171
+518% +$1.96K ﹤0.01% 2325
2025
Q1 		$388 Sell
33
-98
-75% -$1.36K ﹤0.01% 2638
2024
Q4 		$1.95K Hold
131
– – ﹤0.01% 1895
2024
Q3 		$1.94K Buy
131
+98
+297% +$1.36K ﹤0.01% 1865
2024
Q2 		$473 Buy
+33
New +$478 ﹤0.01% 1851
2023
Q3 		– Sell
-104
Closed -$1.28K – 1768
2023
Q2 		$1.28K Hold
104
– – ﹤0.01% 1338
2023
Q1 		$1.36K Hold
104
– – ﹤0.01% 1305
2022
Q4 		$1.37K Hold
104
– – ﹤0.01% 1249
2022
Q3 		$1K Buy
+104
New +$1.66K ﹤0.01% 1261

Other funds holding XHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return