AF
AZIO

Allworth Financial’s Azio AI Holdings AZIO Stock Holding History

Allworth Financial’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426 Hold
255
– – ﹤0.01% 4769
2025
Q4 		$92 Hold
255
– – ﹤0.01% 4793
2025
Q3 		$383 Hold
255
– – ﹤0.01% 4502
2025
Q2 		$457 Hold
255
– – ﹤0.01% 4161
2025
Q1 		$633 Hold
255
– – ﹤0.01% 3618
2024
Q4 		$2.21K Hold
255
– – ﹤0.01% 3118
2024
Q3 		$4.59K Hold
255
– – ﹤0.01% 2606
2024
Q2 		$4.55K Hold
255
– – ﹤0.01% 2564
2024
Q1 		$6.88K Hold
255
– – ﹤0.01% 2268
2023
Q4 		$3.47K Hold
255
– – ﹤0.01% 2431
2023
Q3 		$4.03K Hold
255
– – ﹤0.01% 2215
2023
Q2 		$5.36K Hold
255
– – ﹤0.01% 2066
2023
Q1 		$8.03K Hold
255
– – ﹤0.01% 1870
2022
Q4 		$5.43K Buy
+255
New +$7.83K ﹤0.01% 1865

Other funds holding AZIO

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return