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Allworth Financial’s Coda Octopus Group CODA Stock Holding History

Allworth Financial’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7K Sell
1,100
-500
-31% -$5.79K ﹤0.01% 3670
2026
Q1 		$18.1K Buy
1,600
+1,000
+167% +$12.2K ﹤0.01% 3067
2025
Q4 		$5.58K Hold
600
– – ﹤0.01% 3640
2025
Q3 		$4.82K Buy
+600
New +$4.74K ﹤0.01% 3574

Other funds holding CODA

EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $776M AUM 39.53% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's CODA Position: Q2 2026 in Review

Allworth Financial reduced its Coda Octopus Group (CODA) stake by 31% in Q2 2026, selling an estimated $5.79K and leaving 1,100 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Allworth Financial first reported a position in CODA in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.1K in Q1 2026. 63 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Allworth Financial held 1,100 shares of Coda Octopus Group worth $10.7K as of Q2 2026.
  • Allworth Financial sold 500 Coda Octopus Group shares in Q2 2026, an estimated $5.79K.
  • Coda Octopus Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3670 holding.
  • Allworth Financial first reported a position in Coda Octopus Group in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's Coda Octopus Group position peaked at $18.1K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

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