R Squared’s Longeveron LGVN Stock Holding History

R Squared’s Portfolio LGVN Stock Details LGVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,560	Closed	-$38.1K	–	526
2025 Q1	$38.1K	Buy	24,560 +15,140	+161%	+$24.8K	0.04%	264
2024 Q4	$16.3K	Buy	+9,420	New	+$18.5K	0.02%	973

Other funds holding LGVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

R Squared's LGVN Position: Q2 2025 in Review

R Squared sold out of Longeveron (LGVN) in Q2 2025, closing a stake of 24,560 shares — an estimated $38.1K sold.

R Squared first reported a position in LGVN in Q4 2024 and held it in 2 quarters. The position peaked at $38.1K in Q1 2025. 25 funds tracked by Wall St. Rank hold LGVN as of Q2 2025.

R Squared reported no remaining Longeveron position as of Q2 2025 after selling out during the quarter.
R Squared sold 24,560 Longeveron shares in Q2 2025, an estimated $38.1K.
R Squared first reported a position in Longeveron in Q4 2024 and held it in 2 quarters.
R Squared's Longeveron position peaked at $38.1K in Q1 2025.
25 funds tracked by Wall St. Rank held Longeveron as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.