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Larson Financial Group’s Xperi XPER Stock Holding History

Larson Financial Group’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,180
Closed -$9.33K – 3673
2025
Q2 		$9.33K Sell
1,180
-1,700
-59% -$12.8K ﹤0.01% 1838
2025
Q1 		$22.2K Buy
2,880
+2,866
+20,471% +$25.1K ﹤0.01% 1317
2024
Q4 		$144 Hold
14
– – ﹤0.01% 2536
2024
Q3 		$129 Hold
14
– – ﹤0.01% 2488
2024
Q2 		$115 Buy
+14
New +$132 ﹤0.01% 2213

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Larson Financial Group's XPER Position: Q3 2025 in Review

Larson Financial Group sold out of Xperi (XPER) in Q3 2025, closing a stake of 1,180 shares — an estimated $9.33K sold.

Larson Financial Group first reported a position in XPER in Q2 2024 and held it in 5 quarters. The position peaked at $22.2K in Q1 2025. 143 funds tracked by Wall St. Rank hold XPER as of Q3 2025.

  • Larson Financial Group reported no remaining Xperi position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,180 Xperi shares in Q3 2025, an estimated $9.33K.
  • Larson Financial Group first reported a position in Xperi in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's Xperi position peaked at $22.2K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held Xperi as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.