Larson Financial Group’s Yelp YELP Stock Holding History

Larson Financial Group’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.62K	Sell	250 -259	-51%	-$6.09K	﹤0.01%	2908
2026 Q2	$12.5K	Buy	509 +135	+36%	+$3.36K	﹤0.01%	2264
2026 Q1	$9.25K	Buy	374 +124	+50%	+$3.14K	﹤0.01%	2293
2025 Q4	$7.6K	Hold	250	–	–	﹤0.01%	2271
2025 Q3	$7.8K	Sell	250 -15	-6%	-$492	﹤0.01%	2145
2025 Q2	$9.08K	Buy	265 +12	+5%	+$434	﹤0.01%	1855
2025 Q1	$9.37K	Hold	253	–	–	﹤0.01%	1663
2024 Q4	$9.8K	Hold	253	–	–	﹤0.01%	1493
2024 Q3	$8.88K	Hold	253	–	–	﹤0.01%	1525
2024 Q2	$9.35K	Buy	253 +3	+1%	+$115	﹤0.01%	1287
2024 Q1	$9.8K	Hold	250	–	–	﹤0.01%	1048
2023 Q4	$11.8K	Hold	250	–	–	﹤0.01%	970
2023 Q3	$10.4K	Hold	250	–	–	﹤0.01%	984
2023 Q2	$9.1K	Hold	250	–	–	﹤0.01%	966
2023 Q1	$7.68K	Hold	250	–	–	﹤0.01%	992
2022 Q4	$6.84K	Hold	250	–	–	﹤0.01%	966
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	864
2022 Q2	$7K	Hold	250	–	–	﹤0.01%	811
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	696
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	713
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	622
2021 Q2	$10K	Sell	250 -13	-5%	-$516	﹤0.01%	566
2021 Q1	$10K	Hold	263	–	–	﹤0.01%	557
2020 Q4	$9K	Hold	263	–	–	﹤0.01%	516
2020 Q3	$5K	Hold	263	–	–	﹤0.01%	535
2020 Q2	$6K	Hold	263	–	–	﹤0.01%	467
2020 Q1	$5K	Hold	263	–	–	﹤0.01%	379
2019 Q4	$9K	Buy	263 +13	+5%	+$441	0.01%	318
2019 Q3	$9K	Hold	250	–	–	0.01%	322
2019 Q2	$9K	Hold	250	–	–	0.01%	264
2019 Q1	$9K	Hold	250	–	–	0.01%	249
2018 Q4	$9K	Buy	+250	New	+$9.6K	0.01%	234

Other funds holding YELP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

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

Larson Financial Group reduced its Yelp (YELP) stake by 51% in Q3 2026, selling an estimated $6.09K and leaving 250 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Larson Financial Group first reported a position in YELP in Q4 2018 and has held it in 32 quarters since. The position peaked at $12.5K in Q2 2026. 108 funds tracked by Wall St. Rank hold YELP as of Q3 2026.

Larson Financial Group held 250 shares of Yelp worth $4.62K as of Q3 2026.
Larson Financial Group sold 259 Yelp shares in Q3 2026, an estimated $6.09K.
Yelp made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2908 holding.
Larson Financial Group first reported a position in Yelp in Q4 2018 and has held it in 32 quarters since.
Larson Financial Group's Yelp position peaked at $12.5K in Q2 2026.
108 funds tracked by Wall St. Rank held Yelp as of Q3 2026.

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