Allworth Financial’s CapsoVision Inc CV Stock Holding History

Allworth Financial’s Portfolio CV Stock Details CV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114	Buy	15 +9	+150%	+$61	﹤0.01%	5016
2026 Q1	$44	Buy	+6	New	+$35	﹤0.01%	5073

Other funds holding CV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Allworth Financial's CV Position: Q2 2026 in Review

Allworth Financial increased its CapsoVision Inc (CV) stake by 150% in Q2 2026, buying an estimated $61 and bringing the position to 15 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #5016.

Allworth Financial first reported a position in CV in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CV as of Q2 2026.

Allworth Financial held 15 shares of CapsoVision Inc worth $114 as of Q2 2026.
Allworth Financial bought 9 CapsoVision Inc shares in Q2 2026, an estimated $61.
CapsoVision Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5016 holding.
Allworth Financial first reported a position in CapsoVision Inc in Q1 2026 and has held it in 2 quarters since.
50 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

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