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Allworth Financial’s Amdocs DOX Stock Holding History

Allworth Financial’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
6,197
+2,987
+93% +$183K ﹤0.01% 1243
2026
Q1 		$209K Buy
3,210
+647
+25% +$47.3K ﹤0.01% 1379
2025
Q4 		$206K Sell
2,563
-7
-0.3% -$563 ﹤0.01% 1327
2025
Q3 		$211K Buy
2,570
+218
+9% +$18.9K ﹤0.01% 1273
2025
Q2 		$215K Buy
2,352
+523
+29% +$46.8K ﹤0.01% 1150
2025
Q1 		$157K Buy
1,829
+213
+13% +$18.6K ﹤0.01% 1039
2024
Q4 		$138K Buy
1,616
+304
+23% +$26.7K ﹤0.01% 1116
2024
Q3 		$115K Sell
1,312
-58
-4% -$4.88K ﹤0.01% 1024
2024
Q2 		$113K Buy
1,370
+477
+53% +$39.2K ﹤0.01% 1026
2024
Q1 		$80.7K Buy
893
+12
+1% +$1.09K ﹤0.01% 1095
2023
Q4 		$77.4K Buy
881
+34
+4% +$2.83K ﹤0.01% 1038
2023
Q3 		$71.6K Buy
847
+842
+16,840% +$76K ﹤0.01% 998
2023
Q2 		$495 Sell
5
-11
-69% -$1.03K ﹤0.01% 2904
2023
Q1 		$1.54K Sell
16
-198
-93% -$18.3K ﹤0.01% 2517
2022
Q4 		$19.5K Buy
214
+212
+10,600% +$18K ﹤0.01% 1374
2022
Q3 		$0 Sell
2
-229
-99% -$19.4K ﹤0.01% 2761
2022
Q2 		$19K Buy
231
+226
+4,520% +$18.6K ﹤0.01% 1255
2022
Q1 		$0 Buy
+5
New +$392 ﹤0.01% 2174
2021
Q4 		– Sell
-78
Closed -$6K – 1973
2021
Q3 		$6K Buy
+78
New +$6.04K ﹤0.01% 1467

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's DOX Position: Q2 2026 in Review

Allworth Financial increased its Amdocs (DOX) stake by 93% in Q2 2026, buying an estimated $183K and bringing the position to 6,197 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Allworth Financial first reported a position in DOX in Q3 2021 and has held it in 19 quarters since. 447 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Allworth Financial held 6,197 shares of Amdocs worth $313K as of Q2 2026.
  • Allworth Financial bought 2,987 Amdocs shares in Q2 2026, an estimated $183K.
  • Amdocs made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1243 holding.
  • Allworth Financial first reported a position in Amdocs in Q3 2021 and has held it in 19 quarters since.
  • 447 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

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