AF
EBF icon

Allworth Financial’s Ennis EBF Stock Holding History

Allworth Financial’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.9K Buy
462
+127
+38% +$2.57K ﹤0.01% 3511
2025
Q4 		$6.03K Buy
335
+276
+468% +$4.81K ﹤0.01% 3599
2025
Q3 		$1.08K Buy
59
+18
+44% +$328 ﹤0.01% 4228
2025
Q2 		$744 Buy
41
+24
+141% +$450 ﹤0.01% 4034
2025
Q1 		$308 Sell
17
-120
-88% -$2.49K ﹤0.01% 3789
2024
Q4 		$2.82K Hold
137
– – ﹤0.01% 3021
2024
Q3 		$3.33K Hold
137
– – ﹤0.01% 2744
2024
Q2 		$3.15K Buy
+137
New +$2.81K ﹤0.01% 2718
2023
Q4 		– Sell
-11
Closed -$234 – 3503
2023
Q3 		$234 Buy
+11
New +$234 ﹤0.01% 3209
2023
Q2 		– Sell
-129
Closed -$2.72K – 3290
2023
Q1 		$2.72K Buy
+129
New +$2.76K ﹤0.01% 2281
2022
Q1 		– Sell
-421
Closed -$8K – 2178
2021
Q4 		$8K Buy
+421
New +$8.14K ﹤0.01% 1462

Other funds holding EBF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return