AF
AGIG

Allworth Financial’s Abundia Global Impact Group AGIG Stock Holding History

Allworth Financial’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-225
Closed -$1.4K – 5142
2025
Q3 		$1.4K Buy
+225
New +$2.04K ﹤0.01% 4152

Other funds holding AGIG

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RS
R Squared Central, Hong Kong $182M AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allworth Financial's AGIG Position: Q4 2025 in Review

Allworth Financial sold out of Abundia Global Impact Group (AGIG) in Q4 2025, closing a stake of 225 shares — an estimated $1.4K sold.

Allworth Financial first reported a position in AGIG in Q3 2025 and held it in 1 quarter. The position peaked at $1.4K in Q3 2025. 16 funds tracked by Wall St. Rank hold AGIG as of Q4 2025.

  • Allworth Financial reported no remaining Abundia Global Impact Group position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 225 Abundia Global Impact Group shares in Q4 2025, an estimated $1.4K.
  • Allworth Financial first reported a position in Abundia Global Impact Group in Q3 2025 and held it in 1 quarter.
  • Allworth Financial's Abundia Global Impact Group position peaked at $1.4K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.