Allworth Financial
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Allworth Financial’s Columbus McKinnon CMCO Stock Holding History

Allworth Financial’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.23K Sell
610
-647
-51% -$9.64K ﹤0.01% 3775
2026
Q1 		$18.3K Buy
1,257
+112
+10% +$2.09K ﹤0.01% 3059
2025
Q4 		$19.8K Buy
1,145
+647
+130% +$10.4K ﹤0.01% 2840
2025
Q3 		$7.14K Buy
498
+155
+45% +$2.33K ﹤0.01% 3342
2025
Q2 		$5.24K Buy
343
+36
+12% +$550 ﹤0.01% 3235
2025
Q1 		$4.54K Buy
307
+197
+179% +$5.12K ﹤0.01% 2816
2024
Q4 		$4.09K Buy
110
+94
+588% +$3.41K ﹤0.01% 2846
2024
Q3 		$576 Hold
16
– – ﹤0.01% 3383
2024
Q2 		$588 Hold
16
– – ﹤0.01% 3327
2024
Q1 		$715 Hold
16
– – ﹤0.01% 3181
2023
Q4 		$625 Hold
16
– – ﹤0.01% 3078
2023
Q3 		$559 Sell
16
-47
-75% -$1.79K ﹤0.01% 3016
2023
Q2 		$2.56K Hold
63
– – ﹤0.01% 2379
2023
Q1 		$2.34K Buy
63
+47
+294% +$1.7K ﹤0.01% 2345
2022
Q4 		$520 Buy
+16
New +$473 ﹤0.01% 2621

Other funds holding CMCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGC
Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
CastleKnight Management
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Allworth Financial's CMCO Position: Q2 2026 in Review

Allworth Financial reduced its Columbus McKinnon (CMCO) stake by 51% in Q2 2026, selling an estimated $9.64K and leaving 610 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3775.

Allworth Financial first reported a position in CMCO in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.8K in Q4 2025. 175 funds tracked by Wall St. Rank hold CMCO as of Q2 2026.

  • Allworth Financial held 610 shares of Columbus McKinnon worth $9.23K as of Q2 2026.
  • Allworth Financial sold 647 Columbus McKinnon shares in Q2 2026, an estimated $9.64K.
  • Columbus McKinnon made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3775 holding.
  • Allworth Financial first reported a position in Columbus McKinnon in Q4 2022 and has held it in 15 quarters since.
  • Allworth Financial's Columbus McKinnon position peaked at $19.8K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Columbus McKinnon as of Q2 2026.

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