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Allworth Financial’s Consumer Portfolio Services CPSS Stock Holding History

Allworth Financial’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173 Buy
18
+14
+350% +$130 ﹤0.01% 4977
2026
Q1 		$31 Buy
+4
New +$33 ﹤0.01% 5106

Other funds holding CPSS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Allworth Financial's CPSS Position: Q2 2026 in Review

Allworth Financial increased its Consumer Portfolio Services (CPSS) stake by 350% in Q2 2026, buying an estimated $130 and bringing the position to 18 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #4977.

Allworth Financial first reported a position in CPSS in Q1 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold CPSS as of Q2 2026.

  • Allworth Financial held 18 shares of Consumer Portfolio Services worth $173 as of Q2 2026.
  • Allworth Financial bought 14 Consumer Portfolio Services shares in Q2 2026, an estimated $130.
  • Consumer Portfolio Services made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4977 holding.
  • Allworth Financial first reported a position in Consumer Portfolio Services in Q1 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q2 2026.

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