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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
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

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
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Outfitter Financial's LOCL Position: Q2 2026 in Review

Outfitter Financial reduced its Local Bounti (LOCL) stake by 6% in Q2 2026, selling an estimated $4.2K and leaving 39,291 shares worth $50.7K. The position accounts for 0.04% of the portfolio, ranked #80.

Outfitter Financial first reported a position in LOCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $64.8K in Q4 2025. 20 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Outfitter Financial held 39,291 shares of Local Bounti worth $50.7K as of Q2 2026.
  • Outfitter Financial sold 2,500 Local Bounti shares in Q2 2026, an estimated $4.2K.
  • Local Bounti made up 0.04% of Outfitter Financial's portfolio in Q2 2026, its #80 holding.
  • Outfitter Financial first reported a position in Local Bounti in Q3 2025 and has held it in 4 quarters since.
  • Outfitter Financial's Local Bounti position peaked at $64.8K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.