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Schwarz Dygos Wheeler Investment Advisors’s Local Bounti LOCL Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$128K Buy
99,455
+43,750
+79% +$73.4K 0.02% 172
2026
Q1 		$64.6K Sell
55,705
-1,000
-2% -$1.7K 0.01% 171
2025
Q4 		$121K Buy
+56,705
New +$150K 0.03% 167
2025
Q2 		– Sell
-48,825
Closed -$101K – 162
2025
Q1 		$101K Hold
48,825
– – 0.02% 156
2024
Q4 		$101K Hold
48,825
– – 0.02% 156
2024
Q3 		$122K Buy
+48,825
New +$130K 0.03% 150
2024
Q2 		– Sell
-27,588
Closed -$80.3K – 148
2024
Q1 		$80.3K Hold
27,588
– – 0.02% 146
2023
Q4 		$57.1K Hold
27,588
– – 0.02% 145
2023
Q3 		$67.6K Buy
27,588
+2,004
+8% +$6.46K 0.02% 138
2023
Q2 		$69.6K Sell
25,584
-1
-0% -$6 0.02% 139
2023
Q1 		$265K Buy
25,585
+21,970
+608% +$235K 0.1% 114
2022
Q4 		$65.3K Buy
+3,615
New +$113K 0.03% 130

Other funds holding LOCL

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
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
FS
Financially Speaking Greenwood Village, Colorado $20.6M AUM 16.79% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's LOCL Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Local Bounti (LOCL) stake by 79% in Q2 2026, buying an estimated $73.4K and bringing the position to 99,455 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #172.

Schwarz Dygos Wheeler Investment Advisors first reported a position in LOCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $265K in Q1 2023. 8 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 99,455 shares of Local Bounti worth $128K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 43,750 Local Bounti shares in Q2 2026, an estimated $73.4K.
  • Local Bounti made up 0.02% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Local Bounti in Q4 2022 and has held it in 12 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Local Bounti position peaked at $265K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.