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Allworth Financial’s Eos Energy Enterprises EOSE Stock Holding History

Allworth Financial’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Buy
4,300
+2,860
+199% +$19.9K ﹤0.01% 3009
2026
Q1 		$7.14K Buy
1,440
+314
+28% +$3.37K ﹤0.01% 3735
2025
Q4 		$12.9K Buy
1,126
+87
+8% +$1.25K ﹤0.01% 3088
2025
Q3 		$11.8K Buy
1,039
+39
+4% +$267 ﹤0.01% 3033
2025
Q2 		$5.12K Sell
1,000
-32
-3% -$157 ﹤0.01% 3244
2025
Q1 		$5.04K Buy
1,032
+32
+3% +$156 ﹤0.01% 2754
2024
Q4 		$5.84K Buy
+1,000
New +$3.24K ﹤0.01% 2686
2022
Q2 		– Sell
-57
Closed – – 2507
2022
Q1 		$0 Buy
+57
New +$235 ﹤0.01% 2187
2020
Q4 		– Sell
-100
Closed -$1K – 1370
2020
Q3 		$1K Buy
+100
New +$1.03K ﹤0.01% 1080

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's EOSE Position: Q2 2026 in Review

Allworth Financial increased its Eos Energy Enterprises (EOSE) stake by 199% in Q2 2026, buying an estimated $19.9K and bringing the position to 4,300 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Allworth Financial first reported a position in EOSE in Q3 2020 and has held it in 9 quarters since. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Allworth Financial held 4,300 shares of Eos Energy Enterprises worth $25.3K as of Q2 2026.
  • Allworth Financial bought 2,860 Eos Energy Enterprises shares in Q2 2026, an estimated $19.9K.
  • Eos Energy Enterprises made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3009 holding.
  • Allworth Financial first reported a position in Eos Energy Enterprises in Q3 2020 and has held it in 9 quarters since.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

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