Allworth Financial
AIP icon

Allworth Financial’s Arteris AIP Stock Holding History

Allworth Financial’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87.3K Buy
1,797
+423
+31% +$13.5K ﹤0.01% 2044
2026
Q1 		$22.6K Buy
1,374
+626
+84% +$9.92K ﹤0.01% 2909
2025
Q4 		$11.6K Buy
748
+394
+111% +$5.71K ﹤0.01% 3165
2025
Q3 		$3.58K Buy
354
+229
+183% +$2.18K ﹤0.01% 3724
2025
Q2 		$1.19K Buy
125
+53
+74% +$391 ﹤0.01% 3908
2025
Q1 		$476 Buy
+72
New +$688 ﹤0.01% 3690

Other funds holding AIP

Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's AIP Position: Q2 2026 in Review

Allworth Financial increased its Arteris (AIP) stake by 31% in Q2 2026, buying an estimated $13.5K and bringing the position to 1,797 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Allworth Financial first reported a position in AIP in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold AIP as of Q2 2026.

  • Allworth Financial held 1,797 shares of Arteris worth $87.3K as of Q2 2026.
  • Allworth Financial bought 423 Arteris shares in Q2 2026, an estimated $13.5K.
  • Arteris made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2044 holding.
  • Allworth Financial first reported a position in Arteris in Q1 2025 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Arteris as of Q2 2026.

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