Allworth Financial
DSGR icon

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
Q2 		$4.21K Buy
154
+29
+23% +$792 ﹤0.01% 4212
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 $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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 $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's DSGR Position: Q2 2026 in Review

Allworth Financial increased its Distribution Solutions Group (DSGR) stake by 23% in Q2 2026, buying an estimated $792 and bringing the position to 154 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4212.

Allworth Financial first reported a position in DSGR in Q4 2024 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

  • Allworth Financial held 154 shares of Distribution Solutions Group worth $4.21K as of Q2 2026.
  • Allworth Financial bought 29 Distribution Solutions Group shares in Q2 2026, an estimated $792.
  • Distribution Solutions Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4212 holding.
  • Allworth Financial first reported a position in Distribution Solutions Group in Q4 2024 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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