Allworth Financial’s AIFU Inc AIFU Stock Holding History

Allworth Financial’s Portfolio AIFU Stock Details AIFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$79	–	5327
2025 Q3	$79	Hold	1	–	–	﹤0.01%	4705
2025 Q2	$91	Hold	1	–	–	﹤0.01%	4404
2025 Q1	$39	Hold	1	–	–	﹤0.01%	3987
2024 Q4	$113	Hold	1	–	–	﹤0.01%	3837
2024 Q3	$426	Hold	1	–	–	﹤0.01%	3456
2024 Q2	$450	Hold	1	–	–	﹤0.01%	3400
2024 Q1	$1.43K	Hold	1	–	–	﹤0.01%	2953
2023 Q4	$2K	Hold	1	–	–	﹤0.01%	2684
2023 Q3	$2.16K	Hold	1	–	–	﹤0.01%	2504
2023 Q2	$2.49K	Hold	1	–	–	﹤0.01%	2389
2023 Q1	$2.6K	Hold	1	–	–	﹤0.01%	2299
2022 Q4	$2.22K	Hold	1	–	–	﹤0.01%	2205
2022 Q3	$2K	Hold	1	–	–	﹤0.01%	2255
2022 Q2	$2K	Hold	1	–	–	﹤0.01%	2052
2022 Q1	$2K	Hold	1	–	–	﹤0.01%	1840
2021 Q4	$2K	Hold	1	–	–	﹤0.01%	1763
2021 Q3	$4K	Hold	1	–	–	﹤0.01%	1585
2021 Q2	$5K	Hold	1	–	–	﹤0.01%	1232
2021 Q1	$4K	Hold	1	–	–	﹤0.01%	1206
2020 Q4	$4K	Hold	1	–	–	﹤0.01%	1050
2020 Q3	$5K	Hold	1	–	–	﹤0.01%	862
2020 Q2	$6K	Hold	1	–	–	﹤0.01%	842
2020 Q1	$6K	Hold	1	–	–	﹤0.01%	847
2019 Q4	$8K	Buy	+1	New	+$10.3K	﹤0.01%	696

Other funds holding AIFU

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Allworth Financial's AIFU Position: Q4 2025 in Review

Allworth Financial sold out of AIFU Inc (AIFU) in Q4 2025, closing a stake of 1 share — an estimated $79 sold.

Allworth Financial first reported a position in AIFU in Q4 2019 and held it in 24 quarters. The position peaked at $8K in Q4 2019. 8 funds tracked by Wall St. Rank hold AIFU as of Q4 2025.

Allworth Financial reported no remaining AIFU Inc position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 1 AIFU Inc share in Q4 2025, an estimated $79.
Allworth Financial first reported a position in AIFU Inc in Q4 2019 and held it in 24 quarters.
Allworth Financial's AIFU Inc position peaked at $8K in Q4 2019.
8 funds tracked by Wall St. Rank held AIFU Inc as of Q4 2025.

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