Allworth Financial’s Brookfield Renewable BEPC Stock Holding History

Allworth Financial’s Portfolio BEPC Stock Details BEPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.7K	Sell	665 -407	-38%	-$15.8K	﹤0.01%	3027
2026 Q1	$42.7K	Buy	1,072 +466	+77%	+$19K	﹤0.01%	2440
2025 Q4	$23.2K	Buy	606 +61	+11%	+$2.45K	﹤0.01%	2711
2025 Q3	$18.8K	Buy	545 +32	+6%	+$1.1K	﹤0.01%	2749
2025 Q2	$16.8K	Buy	513 +13	+3%	+$380	﹤0.01%	2626
2025 Q1	$13.9K	Sell	500 -171	-25%	-$4.69K	﹤0.01%	2280
2024 Q4	$16.5K	Buy	671 +150	+29%	+$4.61K	﹤0.01%	2207
2024 Q3	$17K	Buy	521 +73	+16%	+$2.12K	﹤0.01%	2015
2024 Q2	$12.6K	Hold	448	–	–	﹤0.01%	2128
2024 Q1	$11K	Buy	+448	New	+$11.7K	﹤0.01%	2068
2023 Q3	–	Sell	-3	Closed	-$95	–	3445
2023 Q2	$95	Hold	3	–	–	﹤0.01%	3175
2023 Q1	$105	Hold	3	–	–	﹤0.01%	3095
2022 Q4	$83	Hold	3	–	–	﹤0.01%	2931
2022 Q3	$0	Buy	+3	New	+$115	﹤0.01%	2664
2022 Q1	–	Sell	-15	Closed	-$1K	–	2116
2021 Q4	$1K	Buy	+15	New	+$572	﹤0.01%	1786

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Allworth Financial's BEPC Position: Q2 2026 in Review

Allworth Financial reduced its Brookfield Renewable (BEPC) stake by 38% in Q2 2026, selling an estimated $15.8K and leaving 665 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Allworth Financial first reported a position in BEPC in Q4 2021 and has held it in 15 quarters since. The position peaked at $42.7K in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Allworth Financial held 665 shares of Brookfield Renewable worth $24.7K as of Q2 2026.
Allworth Financial sold 407 Brookfield Renewable shares in Q2 2026, an estimated $15.8K.
Brookfield Renewable made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3027 holding.
Allworth Financial first reported a position in Brookfield Renewable in Q4 2021 and has held it in 15 quarters since.
Allworth Financial's Brookfield Renewable position peaked at $42.7K in Q1 2026.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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