Allworth Financial’s AvidXchange AVDX Stock Holding History

Allworth Financial’s Portfolio AVDX Stock Details AVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-44	Closed	-$438	–	5030
2025 Q3	$438	Hold	44	–	–	﹤0.01%	4468
2025 Q2	$431	Sell	44 -16	-27%	-$144	﹤0.01%	4173
2025 Q1	$473	Buy	60 +3	+5%	+$28	﹤0.01%	3693
2024 Q4	$592	Buy	57 +28	+97%	+$273	﹤0.01%	3554
2024 Q3	$236	Buy	+29	New	+$273	﹤0.01%	3563
2023 Q4	–	Sell	-13	Closed	-$124	–	3473
2023 Q3	$124	Buy	+13	New	+$136	﹤0.01%	3305

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's AVDX Position: Q4 2025 in Review

Allworth Financial sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 44 shares — an estimated $438 sold.

Allworth Financial first reported a position in AVDX in Q3 2023 and held it in 6 quarters. The position peaked at $592 in Q4 2024. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Allworth Financial reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 44 AvidXchange shares in Q4 2025, an estimated $438.
Allworth Financial first reported a position in AvidXchange in Q3 2023 and held it in 6 quarters.
Allworth Financial's AvidXchange position peaked at $592 in Q4 2024.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.