AF
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Allworth Financial’s CCC Intelligent Solutions CCC Stock Holding History

Allworth Financial’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.7K Sell
8,279
-12,908
-61% -$63.9K ﹤0.01% 2621
2026
Q1 		$127K Buy
21,187
+19,937
+1,595% +$131K ﹤0.01% 1680
2025
Q4 		$9.94K Buy
1,250
+575
+85% +$4.68K ﹤0.01% 3269
2025
Q3 		$6.15K Buy
675
+597
+765% +$5.77K ﹤0.01% 3430
2025
Q2 		$734 Sell
78
-343
-81% -$3.07K ﹤0.01% 4037
2025
Q1 		$3.79K Sell
421
-187
-31% -$1.94K ﹤0.01% 2910
2024
Q4 		$7.11K Sell
608
-1,094
-64% -$12.7K ﹤0.01% 2594
2024
Q3 		$18.8K Sell
1,702
-280
-14% -$3.02K ﹤0.01% 1955
2024
Q2 		$22.2K Buy
+1,982
New +$22.6K ﹤0.01% 1817

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Allworth Financial's CCC Position: Q2 2026 in Review

Allworth Financial reduced its CCC Intelligent Solutions (CCC) stake by 61% in Q2 2026, selling an estimated $63.9K and leaving 8,279 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Allworth Financial first reported a position in CCC in Q2 2024 and has held it in 9 quarters since. The position peaked at $127K in Q1 2026. 355 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Allworth Financial held 8,279 shares of CCC Intelligent Solutions worth $42.7K as of Q2 2026.
  • Allworth Financial sold 12,908 CCC Intelligent Solutions shares in Q2 2026, an estimated $63.9K.
  • CCC Intelligent Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2621 holding.
  • Allworth Financial first reported a position in CCC Intelligent Solutions in Q2 2024 and has held it in 9 quarters since.
  • Allworth Financial's CCC Intelligent Solutions position peaked at $127K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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