AF
AEBI

Allworth Financial’s Aebi Schmidt Holding AG AEBI Stock Holding History

Allworth Financial’s Portfolio AEBI Stock Details AEBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49 Buy
+5
New +$69 ﹤0.01% 5068
2025
Q4 		– Sell
-4
Closed -$50 – 5334
2025
Q3 		$50 Buy
+4
New +$50 ﹤0.01% 4751

Other funds holding AEBI

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Allworth Financial's AEBI Position: Q1 2026 in Review

Allworth Financial opened a new position in Aebi Schmidt Holding AG (AEBI) in Q1 2026: 5 shares worth $49. The stake represents ﹤0.01% of the portfolio and ranks #5068 among its holdings. This is a return to the name: Allworth Financial previously reported a position in AEBI as recently as Q3 2025.

Allworth Financial first reported a position in AEBI in Q3 2025 and has held it in 2 quarters since. The position peaked at $50 in Q3 2025. 140 funds tracked by Wall St. Rank hold AEBI as of Q1 2026.

  • Allworth Financial held 5 shares of Aebi Schmidt Holding AG worth $49 as of Q1 2026.
  • Aebi Schmidt Holding AG was a new Allworth Financial position in Q1 2026.
  • Aebi Schmidt Holding AG made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5068 holding.
  • Allworth Financial first reported a position in Aebi Schmidt Holding AG in Q3 2025 and has held it in 2 quarters since.
  • Allworth Financial's Aebi Schmidt Holding AG position peaked at $50 in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Aebi Schmidt Holding AG as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.