AF
CIO

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return