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Allworth Financial’s BioVie BIVI Stock Holding History

Allworth Financial’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.84K Buy
5,600
+3,600
+180% +$4.63K ﹤0.01% 3671
2025
Q4 		$2.32K Hold
2,000
– – ﹤0.01% 4064
2025
Q3 		$3.8K Buy
2,000
+1,800
+900% +$7.29K ﹤0.01% 3704
2025
Q2 		$1.85K Buy
+200
New +$1.98K ﹤0.01% 3739

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Allworth Financial's BIVI Position: Q1 2026 in Review

Allworth Financial increased its BioVie (BIVI) stake by 180% in Q1 2026, buying an estimated $4.63K and bringing the position to 5,600 shares worth $7.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

Allworth Financial first reported a position in BIVI in Q2 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold BIVI as of Q1 2026.

  • Allworth Financial held 5,600 shares of BioVie worth $7.84K as of Q1 2026.
  • Allworth Financial bought 3,600 BioVie shares in Q1 2026, an estimated $4.63K.
  • BioVie made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3671 holding.
  • Allworth Financial first reported a position in BioVie in Q2 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held BioVie as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.