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Allworth Financial’s Allogene Therapeutics ALLO Stock Holding History

Allworth Financial’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Sell
5,412
-2,486
-31% -$5.46K ﹤0.01% 3634
2026
Q1 		$19.3K Buy
7,898
+5,984
+313% +$12K ﹤0.01% 3028
2025
Q4 		$2.62K Sell
1,914
-11,138
-85% -$14.7K ﹤0.01% 4013
2025
Q3 		$16.2K Buy
13,052
+11,629
+817% +$13.9K ﹤0.01% 2833
2025
Q2 		$1.61K Buy
1,423
+1,083
+319% +$1.44K ﹤0.01% 3799
2025
Q1 		$534 Sell
340
-63
-16% -$119 ﹤0.01% 3654
2024
Q4 		$774 Sell
403
-1,124
-74% -$2.77K ﹤0.01% 3484
2024
Q3 		$4.28K Buy
1,527
+709
+87% +$1.89K ﹤0.01% 2636
2024
Q2 		$2.31K Buy
818
+478
+141% +$1.41K ﹤0.01% 2855
2024
Q1 		$1.52K Hold
340
– – ﹤0.01% 2927
2023
Q4 		$1.09K Sell
340
-503
-60% -$1.43K ﹤0.01% 2919
2023
Q3 		$2.67K Buy
843
+783
+1,305% +$3.43K ﹤0.01% 2402
2023
Q2 		$299 Buy
+60
New +$325 ﹤0.01% 3021
2022
Q4 		– Sell
-37
Closed – – 3000
2022
Q3 		$0 Buy
+37
New +$503 ﹤0.01% 2626

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Allworth Financial's ALLO Position: Q2 2026 in Review

Allworth Financial reduced its Allogene Therapeutics (ALLO) stake by 31% in Q2 2026, selling an estimated $5.46K and leaving 5,412 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3634.

Allworth Financial first reported a position in ALLO in Q3 2022 and has held it in 14 quarters since. The position peaked at $19.3K in Q1 2026. 209 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Allworth Financial held 5,412 shares of Allogene Therapeutics worth $11.3K as of Q2 2026.
  • Allworth Financial sold 2,486 Allogene Therapeutics shares in Q2 2026, an estimated $5.46K.
  • Allogene Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3634 holding.
  • Allworth Financial first reported a position in Allogene Therapeutics in Q3 2022 and has held it in 14 quarters since.
  • Allworth Financial's Allogene Therapeutics position peaked at $19.3K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

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