Allworth Financial
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Allworth Financial’s American Integrity Insurance AII Stock Holding History

Allworth Financial’s Portfolio AII Stock Details AII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$302 Hold
16
– – ﹤0.01% 5022
2026
Q2 		$302 Buy
16
+4
+33% +$72 ﹤0.01% 4912
2026
Q1 		$232 Buy
+12
New +$229 ﹤0.01% 4901

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BlackRock
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MBAM
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Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $565M AUM 37.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Allworth Financial's AII Position: Q3 2026 in Review

Allworth Financial held its American Integrity Insurance (AII) position steady in Q3 2026 at 16 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

Allworth Financial first reported a position in AII in Q1 2026 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AII as of Q3 2026.

  • Allworth Financial held 16 shares of American Integrity Insurance worth $302 as of Q3 2026.
  • Allworth Financial left its American Integrity Insurance share count unchanged in Q3 2026.
  • American Integrity Insurance made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #5022 holding.
  • Allworth Financial first reported a position in American Integrity Insurance in Q1 2026 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held American Integrity Insurance as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.