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Allworth Financial’s Crexendo CXDO Stock Holding History

Allworth Financial’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59K Sell
213
-30
-12% -$235 ﹤0.01% 4585
2026
Q1 		$1.5K Buy
243
+235
+2,938% +$1.54K ﹤0.01% 4445
2025
Q4 		$52 Buy
+8
New +$52 ﹤0.01% 4841

Other funds holding CXDO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Allworth Financial's CXDO Position: Q2 2026 in Review

Allworth Financial reduced its Crexendo (CXDO) stake by 12% in Q2 2026, selling an estimated $235 and leaving 213 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4585.

Allworth Financial first reported a position in CXDO in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold CXDO as of Q2 2026.

  • Allworth Financial held 213 shares of Crexendo worth $1.59K as of Q2 2026.
  • Allworth Financial sold 30 Crexendo shares in Q2 2026, an estimated $235.
  • Crexendo made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4585 holding.
  • Allworth Financial first reported a position in Crexendo in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Crexendo as of Q2 2026.

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