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Allworth Financial’s ACV Auctions ACVA Stock Holding History

Allworth Financial’s Portfolio ACVA Stock Details ACVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.1K Buy
11,004
+8,364
+317% +$47.4K ﹤0.01% 2115
2026
Q1 		$11.2K Buy
2,640
+1,376
+109% +$9.01K ﹤0.01% 3427
2025
Q4 		$10.1K Buy
1,264
+829
+191% +$6.71K ﹤0.01% 3259
2025
Q3 		$4.31K Buy
435
+389
+846% +$4.98K ﹤0.01% 3636
2025
Q2 		$747 Buy
46
+2
+5% +$31 ﹤0.01% 4032
2025
Q1 		$653 Buy
44
+22
+100% +$405 ﹤0.01% 3613
2024
Q4 		$472 Sell
22
-16
-42% -$324 ﹤0.01% 3618
2024
Q3 		$773 Buy
38
+3
+9% +$55 ﹤0.01% 3307
2024
Q2 		$645 Buy
35
+1
+3% +$18 ﹤0.01% 3300
2024
Q1 		$639 Buy
+34
New +$532 ﹤0.01% 3216
2023
Q4 		– Sell
-8
Closed -$122 – 3452
2023
Q3 		$122 Buy
+8
New +$130 ﹤0.01% 3311

Other funds holding ACVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's ACVA Position: Q2 2026 in Review

Allworth Financial increased its ACV Auctions (ACVA) stake by 317% in Q2 2026, buying an estimated $47.4K and bringing the position to 11,004 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

Allworth Financial first reported a position in ACVA in Q3 2023 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

  • Allworth Financial held 11,004 shares of ACV Auctions worth $79.1K as of Q2 2026.
  • Allworth Financial bought 8,364 ACV Auctions shares in Q2 2026, an estimated $47.4K.
  • ACV Auctions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2115 holding.
  • Allworth Financial first reported a position in ACV Auctions in Q3 2023 and has held it in 11 quarters since.
  • 259 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.