Larson Financial Group LLC
Position in GHI — Greystone Housing Impact Investors LP
CIK 1731061
ST LOUIS, MO
Position in GHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$273,342
-$33,710 QoQ
Shares Held
47,128
+5.8% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 36 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GHI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $305,727 across 6 Mortgage Finance names. GHI ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GHI |
Greystone Housing Impact Investors LP
This page
|
47,128 | $273,342 | |
| 2 | RKT |
Rocket Companies, Inc.
|
1,270 | $20,002 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
167 | $9,134 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
33 | $2,874 | |
| 5 | VEL |
Velocity Financial, Inc.
|
20 | $369 | |
| 6 | UWMC |
UWM Holdings Corp
|
3 | $6 |
All Filings in GHI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,342 | 47,128 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $307,052 | 44,565 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $443,064 | 43,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $473,062 | 41,790 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||