AF
AIV

Allworth Financial’s Aimco AIV Stock Holding History

Allworth Financial’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.63K Buy
+547
New +$2.1K ﹤0.01% 4576
2026
Q1 		– Sell
-228
Closed -$1.35K – 5190
2025
Q4 		$1.35K Sell
228
-29
-11% -$174 ﹤0.01% 4265
2025
Q3 		$2.04K Buy
257
+46
+22% +$374 ﹤0.01% 3993
2025
Q2 		$1.83K Buy
211
+192
+1,011% +$1.55K ﹤0.01% 3744
2025
Q1 		$148 Buy
19
+4
+27% +$36 ﹤0.01% 3912
2024
Q4 		$136 Buy
+15
New +$130 ﹤0.01% 3822
2023
Q4 		– Sell
-163
Closed -$1.11K – 3457
2023
Q3 		$1.11K Buy
+163
New +$1.3K ﹤0.01% 2810
2022
Q4 		– Sell
-1,498
Closed -$11K – 2998
2022
Q3 		$11K Buy
+1,498
New +$12.3K ﹤0.01% 1593
2022
Q2 		– Sell
-164
Closed -$1K – 2350
2022
Q1 		$1K Buy
+164
New +$1.17K ﹤0.01% 1862
2021
Q4 		– Sell
-45
Closed – – 1908
2021
Q3 		$0 Hold
45
– – ﹤0.01% 1846
2021
Q2 		$0 Hold
45
– – ﹤0.01% 1536
2021
Q1 		$0 Hold
45
– – ﹤0.01% 1473
2020
Q4 		$0 Buy
+45
New +$200 ﹤0.01% 1327
2018
Q2 		– Sell
-8
Closed – – 931
2018
Q1 		$0 Sell
8
-7
-47% -$38 ﹤0.01% 799
2017
Q4 		$0 Buy
+15
New +$88 ﹤0.01% 725

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allworth Financial's AIV Position: Q2 2026 in Review

Allworth Financial opened a new position in Aimco (AIV) in Q2 2026: 547 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #4576 among its holdings. This is a return to the name: Allworth Financial previously reported a position in AIV as recently as Q4 2025.

Allworth Financial first reported a position in AIV in Q4 2017 and has held it in 15 quarters since. The position peaked at $11K in Q3 2022. 156 funds tracked by Wall St. Rank hold AIV as of Q2 2026.

  • Allworth Financial held 547 shares of Aimco worth $1.63K as of Q2 2026.
  • Aimco was a new Allworth Financial position in Q2 2026.
  • Aimco made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4576 holding.
  • Allworth Financial first reported a position in Aimco in Q4 2017 and has held it in 15 quarters since.
  • Allworth Financial's Aimco position peaked at $11K in Q3 2022.
  • 156 funds tracked by Wall St. Rank held Aimco as of Q2 2026.

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