AF
CWAN

Allworth Financial’s Clearwater Analytics CWAN Stock Holding History

Allworth Financial’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,624
Closed -$38.4K – 5206
2026
Q1 		$38.4K Buy
1,624
+618
+61% +$14.6K ﹤0.01% 2522
2025
Q4 		$24.3K Buy
1,006
+19
+2% +$381 ﹤0.01% 2676
2025
Q3 		$17.8K Buy
987
+583
+144% +$11.8K ﹤0.01% 2774
2025
Q2 		$8.86K Buy
404
+225
+126% +$5.18K ﹤0.01% 2953
2025
Q1 		$4.07K Buy
179
+50
+39% +$1.4K ﹤0.01% 2875
2024
Q4 		$3.67K Sell
129
-25
-16% -$709 ﹤0.01% 2894
2024
Q3 		$3.89K Sell
154
-15
-9% -$337 ﹤0.01% 2683
2024
Q2 		$3.39K Buy
169
+98
+138% +$1.77K ﹤0.01% 2690
2024
Q1 		$1.26K Buy
71
+52
+274% +$966 ﹤0.01% 3005
2023
Q4 		$381 Buy
19
+12
+171% +$236 ﹤0.01% 3191
2023
Q3 		$136 Buy
+7
New +$123 ﹤0.01% 3283

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allworth Financial's CWAN Position: Q2 2026 in Review

Allworth Financial sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 1,624 shares — an estimated $38.4K sold.

Allworth Financial first reported a position in CWAN in Q3 2023 and held it in 11 quarters. The position peaked at $38.4K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Allworth Financial reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 1,624 Clearwater Analytics shares in Q2 2026, an estimated $38.4K.
  • Allworth Financial first reported a position in Clearwater Analytics in Q3 2023 and held it in 11 quarters.
  • Allworth Financial's Clearwater Analytics position peaked at $38.4K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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