Allworth Financial’s Equity Commonwealth EQC Stock Holding History

Allworth Financial’s Portfolio EQC Stock Details EQC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-850	Closed	-$1.34K	–	4694
2025 Q1	$1.34K	Sell	850 -90	-10%	-$151	﹤0.01%	3366
2024 Q4	$1.58K	Buy	940 +52	+6%	+$800	﹤0.01%	3233
2024 Q3	$17.7K	Hold	888	–	–	﹤0.01%	1997
2024 Q2	$17K	Sell	888 -45	-5%	-$857	﹤0.01%	1978
2024 Q1	$17.6K	Buy	933 +23	+3%	+$437	﹤0.01%	1845
2023 Q4	$17.5K	Buy	910 +142	+18%	+$2.68K	﹤0.01%	1717
2023 Q3	$14.1K	Buy	768 +705	+1,119%	+$13.7K	﹤0.01%	1722
2023 Q2	$1.28K	Sell	63 -3	-5%	-$62	﹤0.01%	2653
2023 Q1	$1.37K	Sell	66 -42	-39%	-$974	﹤0.01%	2553
2022 Q4	$2.7K	Buy	108 +103	+2,060%	+$2.63K	﹤0.01%	2127
2022 Q3	$0	Buy	+5	New	+$134	﹤0.01%	3175

Other funds holding EQC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allworth Financial's EQC Position: Q2 2025 in Review

Allworth Financial sold out of Equity Commonwealth (EQC) in Q2 2025, closing a stake of 850 shares — an estimated $1.34K sold.

Allworth Financial first reported a position in EQC in Q3 2022 and held it in 11 quarters. The position peaked at $17.7K in Q3 2024. 3 funds tracked by Wall St. Rank hold EQC as of Q2 2025.

Allworth Financial reported no remaining Equity Commonwealth position as of Q2 2025 after selling out during the quarter.
Allworth Financial sold 850 Equity Commonwealth shares in Q2 2025, an estimated $1.34K.
Allworth Financial first reported a position in Equity Commonwealth in Q3 2022 and held it in 11 quarters.
Allworth Financial's Equity Commonwealth position peaked at $17.7K in Q3 2024.
3 funds tracked by Wall St. Rank held Equity Commonwealth as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.