Allworth Financial’s CoreCard CCRD Stock Holding History

Allworth Financial’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3	Closed	-$81	–	5061
2025 Q3	$81	Buy	+3	New	+$83	﹤0.01%	4701

Allworth Financial's CCRD Position: Q4 2025 in Review

Allworth Financial sold out of CoreCard (CCRD) in Q4 2025, closing a stake of 3 shares — an estimated $81 sold.

Allworth Financial first reported a position in CCRD in Q3 2025 and held it in 1 quarter. The position peaked at $81 in Q3 2025. 0 funds tracked by Wall St. Rank hold CCRD as of Q4 2025.

Allworth Financial reported no remaining CoreCard position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 3 CoreCard shares in Q4 2025, an estimated $81.
Allworth Financial first reported a position in CoreCard in Q3 2025 and held it in 1 quarter.
Allworth Financial's CoreCard position peaked at $81 in Q3 2025.
0 funds tracked by Wall St. Rank held CoreCard as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.