Allworth Financial’s CVD Equipment Corp CVV Stock Holding History

Allworth Financial’s Portfolio CVV Stock Details CVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,200	Closed	-$6.8K	–	5229
2025 Q4	$6.8K	Buy	+2,200	New	+$7.65K	﹤0.01%	3529

Other funds holding CVV

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Allworth Financial's CVV Position: Q1 2026 in Review

Allworth Financial sold out of CVD Equipment Corp (CVV) in Q1 2026, closing a stake of 2,200 shares — an estimated $6.8K sold.

Allworth Financial first reported a position in CVV in Q4 2025 and held it in 1 quarter. The position peaked at $6.8K in Q4 2025. 29 funds tracked by Wall St. Rank hold CVV as of Q1 2026.

Allworth Financial reported no remaining CVD Equipment Corp position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 2,200 CVD Equipment Corp shares in Q1 2026, an estimated $6.8K.
Allworth Financial first reported a position in CVD Equipment Corp in Q4 2025 and held it in 1 quarter.
Allworth Financial's CVD Equipment Corp position peaked at $6.8K in Q4 2025.
29 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q1 2026.

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