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Allworth Financial’s CeriBell Inc CBLL Stock Holding History

Allworth Financial’s Portfolio CBLL Stock Details CBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.69K Buy
498
+85
+21% +$1.61K ﹤0.01% 3730
2026
Q1 		$7.57K Buy
413
+94
+29% +$1.89K ﹤0.01% 3696
2025
Q4 		$7K Buy
+319
New +$4.95K ﹤0.01% 3506

Other funds holding CBLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KC
KCM Capital Shawnee, Kansas $618M AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's CBLL Position: Q2 2026 in Review

Allworth Financial increased its CeriBell Inc (CBLL) stake by 21% in Q2 2026, buying an estimated $1.61K and bringing the position to 498 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #3730.

Allworth Financial first reported a position in CBLL in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold CBLL as of Q2 2026.

  • Allworth Financial held 498 shares of CeriBell Inc worth $9.69K as of Q2 2026.
  • Allworth Financial bought 85 CeriBell Inc shares in Q2 2026, an estimated $1.61K.
  • CeriBell Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3730 holding.
  • Allworth Financial first reported a position in CeriBell Inc in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held CeriBell Inc as of Q2 2026.

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