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Allworth Financial’s Peabody Energy BTU Stock Holding History

Allworth Financial’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Sell
4,496
-504
-10% -$13.4K ﹤0.01% 1916
2026
Q1 		$165K Sell
5,000
-242
-5% -$8.45K ﹤0.01% 1519
2025
Q4 		$156K Sell
5,242
-2,980
-36% -$87.6K ﹤0.01% 1481
2025
Q3 		$218K Buy
8,222
+5,752
+233% +$103K ﹤0.01% 1257
2025
Q2 		$33.1K Buy
2,470
+345
+16% +$4.55K ﹤0.01% 2200
2025
Q1 		$27K Buy
2,125
+1,613
+315% +$26K ﹤0.01% 1896
2024
Q4 		$9.75K Buy
512
+231
+82% +$5.71K ﹤0.01% 2447
2024
Q3 		$7.47K Buy
281
+245
+681% +$5.58K ﹤0.01% 2393
2024
Q2 		$830 Hold
36
– – ﹤0.01% 3231
2024
Q1 		$874 Sell
36
-5
-12% -$126 ﹤0.01% 3125
2023
Q4 		$998 Hold
41
– – ﹤0.01% 2944
2023
Q3 		$1.07K Buy
41
+21
+105% +$470 ﹤0.01% 2830
2023
Q2 		$434 Sell
20
-8
-29% -$177 ﹤0.01% 2922
2023
Q1 		$717 Buy
28
+20
+250% +$531 ﹤0.01% 2769
2022
Q4 		$211 Hold
8
– – ﹤0.01% 2774
2022
Q3 		$0 Buy
+8
New +$180 ﹤0.01% 2681

Other funds holding BTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allworth Financial's BTU Position: Q2 2026 in Review

Allworth Financial reduced its Peabody Energy (BTU) stake by 10% in Q2 2026, selling an estimated $13.4K and leaving 4,496 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Allworth Financial first reported a position in BTU in Q3 2022 and has held it in 16 quarters since. The position peaked at $218K in Q3 2025. 328 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Allworth Financial held 4,496 shares of Peabody Energy worth $104K as of Q2 2026.
  • Allworth Financial sold 504 Peabody Energy shares in Q2 2026, an estimated $13.4K.
  • Peabody Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1916 holding.
  • Allworth Financial first reported a position in Peabody Energy in Q3 2022 and has held it in 16 quarters since.
  • Allworth Financial's Peabody Energy position peaked at $218K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

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