AF
CD

Allworth Financial’s Chaince Digital Holdings CD Stock Holding History

Allworth Financial’s Portfolio CD Stock Details CD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15K Sell
264
-16
-6% -$94 ﹤0.01% 4681
2026
Q1 		$1.11K Buy
280
+138
+97% +$709 ﹤0.01% 4538
2025
Q4 		$706 Buy
+142
New +$1.64K ﹤0.01% 4458

Other funds holding CD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allworth Financial's CD Position: Q2 2026 in Review

Allworth Financial reduced its Chaince Digital Holdings (CD) stake by 5.7% in Q2 2026, selling an estimated $94 and leaving 264 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4681.

Allworth Financial first reported a position in CD in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold CD as of Q2 2026.

  • Allworth Financial held 264 shares of Chaince Digital Holdings worth $1.15K as of Q2 2026.
  • Allworth Financial sold 16 Chaince Digital Holdings shares in Q2 2026, an estimated $94.
  • Chaince Digital Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4681 holding.
  • Allworth Financial first reported a position in Chaince Digital Holdings in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Chaince Digital Holdings as of Q2 2026.

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