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Rise Advisors’s Landmark Bancorp LARK Stock Holding History

Rise Advisors’s Portfolio LARK Stock Details LARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-280
Closed -$5.12K – 1172
2024
Q3 		$5.12K Buy
280
+3
+1% +$55 ﹤0.01% 1079
2024
Q2 		$4.82K Buy
277
+2
+0.7% +$35 ﹤0.01% 1081
2024
Q1 		$4.79K Buy
+275
New +$4.97K ﹤0.01% 1092

Other funds holding LARK

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Rise Advisors's LARK Position: Q4 2024 in Review

Rise Advisors sold out of Landmark Bancorp (LARK) in Q4 2024, closing a stake of 280 shares — an estimated $5.12K sold.

Rise Advisors first reported a position in LARK in Q1 2024 and held it in 3 quarters. The position peaked at $5.12K in Q3 2024. 39 funds tracked by Wall St. Rank hold LARK as of Q4 2024.

  • Rise Advisors reported no remaining Landmark Bancorp position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 280 Landmark Bancorp shares in Q4 2024, an estimated $5.12K.
  • Rise Advisors first reported a position in Landmark Bancorp in Q1 2024 and held it in 3 quarters.
  • Rise Advisors's Landmark Bancorp position peaked at $5.12K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Landmark Bancorp as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.