AF
ELVA

Allworth Financial’s Electrovaya ELVA Stock Holding History

Allworth Financial’s Portfolio ELVA Stock Details ELVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Hold
2,000
– – ﹤0.01% 3153
2026
Q1 		$15.6K Sell
2,000
-2,000
-50% -$17.3K ﹤0.01% 3167
2025
Q4 		$31.6K Buy
4,000
+3,920
+4,900% +$23.7K ﹤0.01% 2507
2025
Q3 		$472 Hold
80
– – ﹤0.01% 4447
2025
Q2 		$273 Hold
80
– – ﹤0.01% 4269
2025
Q1 		$214 Hold
80
– – ﹤0.01% 3860
2024
Q4 		$202 Hold
80
– – ﹤0.01% 3787
2024
Q3 		$187 Hold
80
– – ﹤0.01% 3611
2024
Q2 		$197 Hold
80
– – ﹤0.01% 3550
2024
Q1 		$293 Hold
80
– – ﹤0.01% 3400
2023
Q4 		$245 Hold
80
– – ﹤0.01% 3265
2023
Q3 		$227 Buy
+80
New +$314 ﹤0.01% 3213

Other funds holding ELVA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
CIM
Caldwell Investment Management Toronto, Ontario, Canada $152M AUM 26.38% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Allworth Financial's ELVA Position: Q2 2026 in Review

Allworth Financial held its Electrovaya (ELVA) position steady in Q2 2026 at 2,000 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Allworth Financial first reported a position in ELVA in Q3 2023 and has held it in 12 quarters since. The position peaked at $31.6K in Q4 2025. 92 funds tracked by Wall St. Rank hold ELVA as of Q2 2026.

  • Allworth Financial held 2,000 shares of Electrovaya worth $21K as of Q2 2026.
  • Allworth Financial left its Electrovaya share count unchanged in Q2 2026.
  • Electrovaya made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3153 holding.
  • Allworth Financial first reported a position in Electrovaya in Q3 2023 and has held it in 12 quarters since.
  • Allworth Financial's Electrovaya position peaked at $31.6K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Electrovaya as of Q2 2026.

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