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Outfitter Financial’s Local Bounti LOCL Stock Holding History

Outfitter Financial’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
Q3 		– Sell
-39,291
Closed -$50.7K – 77
2026
Q2 		$50.7K Sell
39,291
-2,500
-6% -$4.2K 0.04% 80
2026
Q1 		$48.5K Buy
41,791
+11,500
+38% +$19.5K 0.04% 80
2025
Q4 		$64.8K Buy
30,291
+15,099
+99% +$39.9K 0.05% 78
2025
Q3 		$45.4K Buy
+15,192
New +$41.1K 0.04% 75

Other funds holding LOCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Outfitter Financial's LOCL Position: Q3 2026 in Review

Outfitter Financial sold out of Local Bounti (LOCL) in Q3 2026, closing a stake of 39,291 shares — an estimated $50.7K sold.

Outfitter Financial first reported a position in LOCL in Q3 2025 and held it in 4 quarters. The position peaked at $64.8K in Q4 2025. 10 funds tracked by Wall St. Rank hold LOCL as of Q3 2026.

  • Outfitter Financial reported no remaining Local Bounti position as of Q3 2026 after selling out during the quarter.
  • Outfitter Financial sold 39,291 Local Bounti shares in Q3 2026, an estimated $50.7K.
  • Outfitter Financial first reported a position in Local Bounti in Q3 2025 and held it in 4 quarters.
  • Outfitter Financial's Local Bounti position peaked at $64.8K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Local Bounti as of Q3 2026.

Based on Outfitter Financial's 13F filing for Q3 2026, filed 23 Oct 2026.