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Allworth Financial’s Atlas Energy Solutions AESI Stock Holding History

Allworth Financial’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Buy
723
+433
+149% +$7.08K ﹤0.01% 3594
2026
Q1 		$3.8K Buy
290
+1
+0.3% +$12 ﹤0.01% 4111
2025
Q4 		$2.72K Buy
289
+213
+280% +$2.15K ﹤0.01% 4001
2025
Q3 		$860 Sell
76
-204
-73% -$2.5K ﹤0.01% 4298
2025
Q2 		$3.74K Buy
280
+223
+391% +$3.05K ﹤0.01% 3426
2025
Q1 		$808 Buy
+57
New +$1.19K ﹤0.01% 3539

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Allworth Financial's AESI Position: Q2 2026 in Review

Allworth Financial increased its Atlas Energy Solutions (AESI) stake by 149% in Q2 2026, buying an estimated $7.08K and bringing the position to 723 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3594.

Allworth Financial first reported a position in AESI in Q1 2025 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Allworth Financial held 723 shares of Atlas Energy Solutions worth $12K as of Q2 2026.
  • Allworth Financial bought 433 Atlas Energy Solutions shares in Q2 2026, an estimated $7.08K.
  • Atlas Energy Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3594 holding.
  • Allworth Financial first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 6 quarters since.
  • 284 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

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