Allworth Financial’s Castor Maritime CTRM Stock Holding History

Allworth Financial’s Portfolio CTRM Stock Details CTRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42	Hold	20	–	–	﹤0.01%	5076
2026 Q1	$37	Hold	20	–	–	﹤0.01%	5086
2025 Q4	$42	Hold	20	–	–	﹤0.01%	4854
2025 Q3	$42	Hold	20	–	–	﹤0.01%	4763
2025 Q2	$43	Buy	+20	New	+$45	﹤0.01%	4459
2024 Q1	–	Sell	-11	Closed	-$48	–	3622
2023 Q4	$48	Buy	+11	New	+$42	﹤0.01%	3374

Other funds holding CTRM

TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Allworth Financial's CTRM Position: Q2 2026 in Review

Allworth Financial held its Castor Maritime (CTRM) position steady in Q2 2026 at 20 shares worth $42. The position accounts for ﹤0.01% of the portfolio, ranked #5076.

Allworth Financial first reported a position in CTRM in Q4 2023 and has held it in 6 quarters since. The position peaked at $48 in Q4 2023. 25 funds tracked by Wall St. Rank hold CTRM as of Q2 2026.

Allworth Financial held 20 shares of Castor Maritime worth $42 as of Q2 2026.
Allworth Financial left its Castor Maritime share count unchanged in Q2 2026.
Castor Maritime made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5076 holding.
Allworth Financial first reported a position in Castor Maritime in Q4 2023 and has held it in 6 quarters since.
Allworth Financial's Castor Maritime position peaked at $48 in Q4 2023.
25 funds tracked by Wall St. Rank held Castor Maritime as of Q2 2026.

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