Allworth Financial
CPSS icon

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
Q3 		$173 Hold
18
– – ﹤0.01% 5093
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Allworth Financial's CPSS Position: Q3 2026 in Review

Allworth Financial held its Consumer Portfolio Services (CPSS) position steady in Q3 2026 at 18 shares worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #5093.

Allworth Financial first reported a position in CPSS in Q1 2026 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold CPSS as of Q3 2026.

  • Allworth Financial held 18 shares of Consumer Portfolio Services worth $173 as of Q3 2026.
  • Allworth Financial left its Consumer Portfolio Services share count unchanged in Q3 2026.
  • Consumer Portfolio Services made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #5093 holding.
  • Allworth Financial first reported a position in Consumer Portfolio Services in Q1 2026 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.