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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's CODA Position: Q1 2026 in Review

Allworth Financial increased its Coda Octopus Group (CODA) stake by 167% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,600 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Allworth Financial first reported a position in CODA in Q3 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

  • Allworth Financial held 1,600 shares of Coda Octopus Group worth $18.1K as of Q1 2026.
  • Allworth Financial bought 1,000 Coda Octopus Group shares in Q1 2026, an estimated $12.2K.
  • Coda Octopus Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3067 holding.
  • Allworth Financial first reported a position in Coda Octopus Group in Q3 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

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