AF
BASE

Allworth Financial’s Couchbase BASE Stock Holding History

Allworth Financial’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-168
Closed -$4.1K – 4919
2025
Q2 		$4.1K Buy
168
+48
+40% +$873 ﹤0.01% 3370
2025
Q1 		$2.04K Buy
+120
New +$1.99K ﹤0.01% 3205
2024
Q3 		– Sell
-100
Closed -$1.79K – 3755
2024
Q2 		$1.79K Hold
100
– – ﹤0.01% 2971
2024
Q1 		$2.63K Hold
100
– – ﹤0.01% 2707
2023
Q4 		$2.25K Hold
100
– – ﹤0.01% 2636
2023
Q3 		$1.72K Buy
100
+21
+27% +$344 ﹤0.01% 2614
2023
Q2 		$1.25K Sell
79
-400
-84% -$6.54K ﹤0.01% 2656
2023
Q1 		$6.74K Buy
+479
New +$7.07K ﹤0.01% 1932

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allworth Financial's BASE Position: Q3 2025 in Review

Allworth Financial sold out of Couchbase (BASE) in Q3 2025, closing a stake of 168 shares — an estimated $4.1K sold.

Allworth Financial first reported a position in BASE in Q1 2023 and held it in 8 quarters. The position peaked at $6.74K in Q1 2023. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Allworth Financial reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 168 Couchbase shares in Q3 2025, an estimated $4.1K.
  • Allworth Financial first reported a position in Couchbase in Q1 2023 and held it in 8 quarters.
  • Allworth Financial's Couchbase position peaked at $6.74K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.