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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
Q2 		$23.7K Sell
230
-12
-5% -$704 ﹤0.01% 3065
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 $1.21B AUM 169.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Allworth Financial's ATEX Position: Q2 2026 in Review

Allworth Financial reduced its Anterix (ATEX) stake by 5% in Q2 2026, selling an estimated $704 and leaving 230 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

Allworth Financial first reported a position in ATEX in Q4 2021 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold ATEX as of Q2 2026.

  • Allworth Financial held 230 shares of Anterix worth $23.7K as of Q2 2026.
  • Allworth Financial sold 12 Anterix shares in Q2 2026, an estimated $704.
  • Anterix made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3065 holding.
  • Allworth Financial first reported a position in Anterix in Q4 2021 and has held it in 14 quarters since.
  • 171 funds tracked by Wall St. Rank held Anterix as of Q2 2026.

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