Allworth Financial
DOUG icon

Allworth Financial’s Douglas Elliman DOUG Stock Holding History

Allworth Financial’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.47K Hold
2,524
– – ﹤0.01% 4308
2026
Q2 		$4.47K Buy
2,524
+1,691
+203% +$3.03K ﹤0.01% 4186
2026
Q1 		$1.37K Buy
833
+471
+130% +$1.09K ﹤0.01% 4473
2025
Q4 		$858 Buy
362
+1
+0.3% +$3 ﹤0.01% 4402
2025
Q3 		$1.03K Buy
361
+4
+1% +$10 ﹤0.01% 4243
2025
Q2 		$829 Hold
357
– – ﹤0.01% 4009
2025
Q1 		$582 Buy
357
+2
+0.6% +$4 ﹤0.01% 3640
2024
Q4 		$625 Hold
355
– – ﹤0.01% 3547
2024
Q3 		$650 Hold
355
– – ﹤0.01% 3357
2024
Q2 		$473 Hold
355
– – ﹤0.01% 3386
2024
Q1 		$561 Hold
355
– – ﹤0.01% 3256
2023
Q4 		$1.05K Hold
355
– – ﹤0.01% 2932
2023
Q3 		$803 Hold
355
– – ﹤0.01% 2913
2023
Q2 		$789 Sell
355
-1
-0.3% -$3 ﹤0.01% 2801
2023
Q1 		$1.06K Sell
356
-3,358
-90% -$13.4K ﹤0.01% 2652
2022
Q4 		$14.4K Buy
3,714
+3,329
+865% +$13.3K ﹤0.01% 1538
2022
Q3 		$2K Buy
385
+43
+13% +$212 ﹤0.01% 2134
2022
Q2 		$2K Sell
342
-156
-31% -$864 ﹤0.01% 1990
2022
Q1 		$3K Buy
498
+2
+0.4% +$15 ﹤0.01% 1706
2021
Q4 		$5K Buy
+496
New +$5.58K ﹤0.01% 1547

Other funds holding DOUG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Moerus Capital Management
Moerus Capital Management New York $222M AUM 28.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Saber Capital Management
Saber Capital Management Fuquay Varina, North Carolina $140M AUM 25.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allworth Financial's DOUG Position: Q3 2026 in Review

Allworth Financial held its Douglas Elliman (DOUG) position steady in Q3 2026 at 2,524 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #4308.

Allworth Financial first reported a position in DOUG in Q4 2021 and has held it in 20 quarters since. The position peaked at $14.4K in Q4 2022. 98 funds tracked by Wall St. Rank hold DOUG as of Q3 2026.

  • Allworth Financial held 2,524 shares of Douglas Elliman worth $4.47K as of Q3 2026.
  • Allworth Financial left its Douglas Elliman share count unchanged in Q3 2026.
  • Douglas Elliman made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4308 holding.
  • Allworth Financial first reported a position in Douglas Elliman in Q4 2021 and has held it in 20 quarters since.
  • Allworth Financial's Douglas Elliman position peaked at $14.4K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.