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Allworth Financial’s Distribution Solutions Group DSGR Stock Holding History

Allworth Financial’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.28K Buy
125
+44
+54% +$1.23K ﹤0.01% 4170
2025
Q4 		$2.22K Buy
81
+8
+11% +$225 ﹤0.01% 4082
2025
Q3 		$2.2K Buy
73
+3
+4% +$92 ﹤0.01% 3959
2025
Q2 		$1.92K Buy
+70
New +$1.88K ﹤0.01% 3719
2025
Q1 		– Sell
-11
Closed -$380 – 4092
2024
Q4 		$380 Buy
+11
New +$422 ﹤0.01% 3666

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's DSGR Position: Q1 2026 in Review

Allworth Financial increased its Distribution Solutions Group (DSGR) stake by 54% in Q1 2026, buying an estimated $1.23K and bringing the position to 125 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4170.

Allworth Financial first reported a position in DSGR in Q4 2024 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold DSGR as of Q1 2026.

  • Allworth Financial held 125 shares of Distribution Solutions Group worth $3.28K as of Q1 2026.
  • Allworth Financial bought 44 Distribution Solutions Group shares in Q1 2026, an estimated $1.23K.
  • Distribution Solutions Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4170 holding.
  • Allworth Financial first reported a position in Distribution Solutions Group in Q4 2024 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.