Allworth Financial’s ABM Industries ABM Stock Holding History

Allworth Financial’s Portfolio ABM Stock Details ABM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.3K	Buy	1,228 +785	+177%	+$34K	﹤0.01%	2363
2025 Q4	$18.7K	Sell	443 -12	-3%	-$527	﹤0.01%	2871
2025 Q3	$21K	Buy	455 +29	+7%	+$1.38K	﹤0.01%	2676
2025 Q2	$20.1K	Buy	426 +9	+2%	+$435	﹤0.01%	2522
2025 Q1	$20.1K	Hold	417	–	–	﹤0.01%	2079
2024 Q4	$22.1K	Hold	417	–	–	﹤0.01%	2030
2024 Q3	$22K	Hold	417	–	–	﹤0.01%	1848
2024 Q2	$22.3K	Hold	417	–	–	﹤0.01%	1813
2024 Q1	$18.6K	Hold	417	–	–	﹤0.01%	1811
2023 Q4	$18.7K	Sell	417 -115	-22%	-$4.86K	﹤0.01%	1690
2023 Q3	$21.3K	Buy	532 +127	+31%	+$5.5K	﹤0.01%	1476
2023 Q2	$17.3K	Hold	405	–	–	﹤0.01%	1629
2023 Q1	$18.2K	Buy	+405	New	+$18.7K	﹤0.01%	1508
2022 Q4	–	Sell	-405	Closed	-$15K	–	2982
2022 Q3	$15K	Hold	405	–	–	﹤0.01%	1402
2022 Q2	$18K	Buy	405 +5	+1%	+$231	﹤0.01%	1270
2022 Q1	$18K	Hold	400	–	–	﹤0.01%	1292
2021 Q4	$16K	Buy	+400	New	+$18.1K	﹤0.01%	1193

Other funds holding ABM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return