AF
BAND

Allworth Financial’s Bandwidth Inc BAND Stock Holding History

Allworth Financial’s Portfolio BAND Stock Details BAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.8K Buy
2,348
+1,992
+560% +$29.2K ﹤0.01% 2456
2025
Q4 		$5.5K Sell
356
-1,782
-83% -$27K ﹤0.01% 3650
2025
Q3 		$35.6K Buy
2,138
+38
+2% +$586 ﹤0.01% 2342
2025
Q2 		$33.4K Buy
2,100
+272
+15% +$3.7K ﹤0.01% 2196
2025
Q1 		$23.1K Sell
1,828
-34
-2% -$556 ﹤0.01% 1992
2024
Q4 		$30.3K Hold
1,862
– – ﹤0.01% 1839
2024
Q3 		$32.6K Buy
1,862
+34
+2% +$602 ﹤0.01% 1602
2024
Q2 		$38K Hold
1,828
– – ﹤0.01% 1507
2024
Q1 		$33.4K Hold
1,828
– – ﹤0.01% 1484
2023
Q4 		$26.5K Sell
1,828
-646
-26% -$7.54K ﹤0.01% 1490
2023
Q3 		$27.9K Hold
2,474
– – ﹤0.01% 1340
2023
Q2 		$33.8K Buy
2,474
+1,828
+283% +$23.1K ﹤0.01% 1268
2023
Q1 		$9.82K Buy
646
+628
+3,489% +$12.6K ﹤0.01% 1799
2022
Q4 		$413 Sell
18
-87
-83% -$1.58K ﹤0.01% 2681
2022
Q3 		$1K Hold
105
– – ﹤0.01% 2310
2022
Q2 		$2K Buy
+105
New +$2.43K ﹤0.01% 1984

Other funds holding BAND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return