Allworth Financial
BGSF icon

Allworth Financial’s BGSF Inc BGSF Stock Holding History

Allworth Financial’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$225K Hold
39,400
– – ﹤0.01% 1489
2026
Q2 		$225K Hold
39,400
– – ﹤0.01% 1414
2026
Q1 		$255K Hold
39,400
– – ﹤0.01% 1259
2025
Q4 		$182K Hold
39,400
– – ﹤0.01% 1389
2025
Q3 		$280K Hold
39,400
– – ﹤0.01% 1129
2025
Q2 		$251K Hold
39,400
– – ﹤0.01% 1092
2025
Q1 		$136K Buy
39,400
+19,500
+98% +$92.3K ﹤0.01% 1091
2024
Q4 		$101K Buy
+19,900
New +$137K ﹤0.01% 1258

Other funds holding BGSF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Allworth Financial's BGSF Position: Q3 2026 in Review

Allworth Financial held its BGSF Inc (BGSF) position steady in Q3 2026 at 39,400 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Allworth Financial first reported a position in BGSF in Q4 2024 and has held it in 8 quarters since. The position peaked at $280K in Q3 2025. 11 funds tracked by Wall St. Rank hold BGSF as of Q3 2026.

  • Allworth Financial held 39,400 shares of BGSF Inc worth $225K as of Q3 2026.
  • Allworth Financial left its BGSF Inc share count unchanged in Q3 2026.
  • BGSF Inc made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #1489 holding.
  • Allworth Financial first reported a position in BGSF Inc in Q4 2024 and has held it in 8 quarters since.
  • Allworth Financial's BGSF Inc position peaked at $280K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held BGSF Inc as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.