Allworth Financial’s City Office REIT CIO Stock Holding History

Allworth Financial’s Portfolio CIO Stock Details CIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20	Closed	-$140	–	5217
2025 Q4	$140	Sell	20 -8	-29%	-$55	﹤0.01%	4745
2025 Q3	$195	Buy	28 +22	+367%	+$145	﹤0.01%	4606
2025 Q2	$33	Buy	+6	New	+$30	﹤0.01%	4488
2022 Q4	–	Sell	-60	Closed	-$1K	–	3040
2022 Q3	$1K	Buy	+60	New	+$740	﹤0.01%	2338

Other funds holding CIO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allworth Financial's CIO Position: Q1 2026 in Review

Allworth Financial sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 20 shares — an estimated $140 sold.

Allworth Financial first reported a position in CIO in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

Allworth Financial reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 20 City Office REIT shares in Q1 2026, an estimated $140.
Allworth Financial first reported a position in City Office REIT in Q3 2022 and held it in 4 quarters.
Allworth Financial's City Office REIT position peaked at $1K in Q3 2022.
2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.