Allworth Financial’s AleAnna Inc ANNA Stock Holding History

Allworth Financial’s Portfolio ANNA Stock Details ANNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-205	Closed	-$1.7K	–	5450
2026 Q1	$1.7K	Buy	+205	New	+$721	﹤0.01%	4398

Other funds holding ANNA

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EGM

Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

NAM

NewGen Asset Management Toronto, Ontario, Canada $243M AUM 86.06% 1-Year Est. Return

Allworth Financial's ANNA Position: Q2 2026 in Review

Allworth Financial sold out of AleAnna Inc (ANNA) in Q2 2026, closing a stake of 205 shares — an estimated $1.7K sold.

Allworth Financial first reported a position in ANNA in Q1 2026 and held it in 1 quarter. The position peaked at $1.7K in Q1 2026. 18 funds tracked by Wall St. Rank hold ANNA as of Q2 2026.

Allworth Financial reported no remaining AleAnna Inc position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 205 AleAnna Inc shares in Q2 2026, an estimated $1.7K.
Allworth Financial first reported a position in AleAnna Inc in Q1 2026 and held it in 1 quarter.
Allworth Financial's AleAnna Inc position peaked at $1.7K in Q1 2026.
18 funds tracked by Wall St. Rank held AleAnna Inc as of Q2 2026.

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