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Allworth Financial’s Viant Technology DSP Stock Holding History

Allworth Financial’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35K Buy
107
+50
+88% +$564 ﹤0.01% 4639
2026
Q1 		$639 Sell
57
-11
-16% -$122 ﹤0.01% 4683
2025
Q4 		$819 Buy
68
+30
+79% +$300 ﹤0.01% 4416
2025
Q3 		$328 Buy
+38
New +$434 ﹤0.01% 4531
2025
Q2 		– Sell
-16
Closed -$222 – 4610
2025
Q1 		$222 Buy
+16
New +$293 ﹤0.01% 3851
2023
Q4 		– Sell
-52
Closed -$292 – 3501
2023
Q3 		$292 Hold
52
– – ﹤0.01% 3177
2023
Q2 		$240 Hold
52
– – ﹤0.01% 3062
2023
Q1 		$227 Hold
52
– – ﹤0.01% 2983
2022
Q4 		$209 Buy
+52
New +$210 ﹤0.01% 2775

Other funds holding DSP

PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's DSP Position: Q2 2026 in Review

Allworth Financial increased its Viant Technology (DSP) stake by 88% in Q2 2026, buying an estimated $564 and bringing the position to 107 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4639.

Allworth Financial first reported a position in DSP in Q4 2022 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

  • Allworth Financial held 107 shares of Viant Technology worth $1.35K as of Q2 2026.
  • Allworth Financial bought 50 Viant Technology shares in Q2 2026, an estimated $564.
  • Viant Technology made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4639 holding.
  • Allworth Financial first reported a position in Viant Technology in Q4 2022 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

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