Position in SRL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,767
-$165 QoQ
Shares Held
226
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $13,279,679 across 41 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,299 | $6,370,619 | |
| 2 | MS |
Morgan Stanley
|
10,454 | $2,185,304 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,473 | $1,612,233 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,128 | $599,415 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,061 | $507,517 | |
| 6 | SF |
Stifel Financial Corp
|
5,467 | $381,432 | |
| 7 | MRX |
Marex Group Ltd
|
5,409 | $329,678 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,211 | $192,445 |
All Filings in SRL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,767 | 226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,932 | 226 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,356 | 226 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,310 | 226 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,832 | 226 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,090 | 226 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,808 | 226 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,609 | 226 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,389 | 226 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,378 | 226 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,279 | 226 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,645 | 226 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,514 | 226 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,742 | 226 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,672 | 226 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,812 | 226 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,219 | 226 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,002 | 226 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,383 | 210 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,555 | 210 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,682 | 193 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $955 | 193 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $947 | 193 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,466 | 193 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,453 | 193 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||