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Allworth Financial’s Anterix ATEX Stock Holding History

Allworth Financial’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.24K Buy
242
+45
+23% +$1.42K ﹤0.01% 3559
2025
Q4 		$4.3K Buy
197
+138
+234% +$2.87K ﹤0.01% 3803
2025
Q3 		$1.27K Buy
59
+45
+321% +$1.01K ﹤0.01% 4179
2025
Q2 		$360 Sell
14
-12
-46% -$351 ﹤0.01% 4209
2025
Q1 		$784 Sell
26
-164
-86% -$5.64K ﹤0.01% 3547
2024
Q4 		$5.67K Buy
190
+164
+631% +$5.45K ﹤0.01% 2701
2024
Q3 		$980 Buy
26
+3
+13% +$116 ﹤0.01% 3226
2024
Q2 		$916 Buy
23
+4
+21% +$129 ﹤0.01% 3189
2024
Q1 		$639 Sell
19
-5
-21% -$168 ﹤0.01% 3217
2023
Q4 		$800 Buy
24
+9
+60% +$290 ﹤0.01% 3027
2023
Q3 		$471 Buy
15
+6
+67% +$189 ﹤0.01% 3056
2023
Q2 		$286 Buy
+9
New +$291 ﹤0.01% 3030
2022
Q1 		– Sell
-137
Closed -$8K – 2102
2021
Q4 		$8K Buy
+137
New +$8.32K ﹤0.01% 1449

Other funds holding ATEX

OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $207M AUM 253.94% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's ATEX Position: Q1 2026 in Review

Allworth Financial increased its Anterix (ATEX) stake by 23% in Q1 2026, buying an estimated $1.42K and bringing the position to 242 shares worth $9.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3559.

Allworth Financial first reported a position in ATEX in Q4 2021 and has held it in 13 quarters since. 132 funds tracked by Wall St. Rank hold ATEX as of Q1 2026.

  • Allworth Financial held 242 shares of Anterix worth $9.24K as of Q1 2026.
  • Allworth Financial bought 45 Anterix shares in Q1 2026, an estimated $1.42K.
  • Anterix made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3559 holding.
  • Allworth Financial first reported a position in Anterix in Q4 2021 and has held it in 13 quarters since.
  • 132 funds tracked by Wall St. Rank held Anterix as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.