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

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return