MCM
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MAI Capital Management’s Local Bounti LOCL Stock Holding History

MAI Capital Management’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$535 Hold
461
– – ﹤0.01% 4390
2025
Q4 		$987 Hold
461
– – ﹤0.01% 3632
2025
Q3 		$1.38K Hold
461
– – ﹤0.01% 3404
2025
Q2 		$1.08K Hold
461
– – ﹤0.01% 3601
2025
Q1 		$950 Hold
461
– – ﹤0.01% 3146
2024
Q4 		$955 Buy
+461
New +$1.01K ﹤0.01% 3198

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAI Capital Management's LOCL Position: Q1 2026 in Review

MAI Capital Management held its Local Bounti (LOCL) position steady in Q1 2026 at 461 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #4390.

MAI Capital Management first reported a position in LOCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38K in Q3 2025. 24 funds tracked by Wall St. Rank hold LOCL as of Q1 2026.

  • MAI Capital Management held 461 shares of Local Bounti worth $535 as of Q1 2026.
  • MAI Capital Management left its Local Bounti share count unchanged in Q1 2026.
  • Local Bounti made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4390 holding.
  • MAI Capital Management first reported a position in Local Bounti in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's Local Bounti position peaked at $1.38K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.