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Allworth Financial’s AerSale ASLE Stock Holding History

Allworth Financial’s Portfolio ASLE Stock Details ASLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13K Buy
2,053
+618
+43% +$4.04K ﹤0.01% 3538
2026
Q1 		$8.93K Buy
1,435
+1,349
+1,569% +$9.62K ﹤0.01% 3589
2025
Q4 		$612 Buy
+86
New +$604 ﹤0.01% 4484
2024
Q3 		– Sell
-22
Closed -$157 – 3751
2024
Q2 		$157 Buy
+22
New +$158 ﹤0.01% 3575

Other funds holding ASLE

MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's ASLE Position: Q2 2026 in Review

Allworth Financial increased its AerSale (ASLE) stake by 43% in Q2 2026, buying an estimated $4.04K and bringing the position to 2,053 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Allworth Financial first reported a position in ASLE in Q2 2024 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold ASLE as of Q2 2026.

  • Allworth Financial held 2,053 shares of AerSale worth $13K as of Q2 2026.
  • Allworth Financial bought 618 AerSale shares in Q2 2026, an estimated $4.04K.
  • AerSale made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3538 holding.
  • Allworth Financial first reported a position in AerSale in Q2 2024 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held AerSale as of Q2 2026.

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