AF
DEFT

Allworth Financial’s Defi Technologies DEFT Stock Holding History

Allworth Financial’s Portfolio DEFT Stock Details DEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,000
Closed -$13.8K – 5459
2026
Q1 		$13.8K Hold
25,000
– – ﹤0.01% 3263
2025
Q4 		$18.9K Buy
25,000
+10,000
+67% +$15.3K ﹤0.01% 2865
2025
Q3 		$31.6K Hold
15,000
– – ﹤0.01% 2420
2025
Q2 		$44K Buy
+15,000
New +$50.2K ﹤0.01% 2028

Other funds holding DEFT

WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's DEFT Position: Q2 2026 in Review

Allworth Financial sold out of Defi Technologies (DEFT) in Q2 2026, closing a stake of 25,000 shares — an estimated $13.8K sold.

Allworth Financial first reported a position in DEFT in Q2 2025 and held it in 4 quarters. The position peaked at $44K in Q2 2025. 99 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

  • Allworth Financial reported no remaining Defi Technologies position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 25,000 Defi Technologies shares in Q2 2026, an estimated $13.8K.
  • Allworth Financial first reported a position in Defi Technologies in Q2 2025 and held it in 4 quarters.
  • Allworth Financial's Defi Technologies position peaked at $44K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

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