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Allworth Financial’s Energy Services of America ESOA Stock Holding History

Allworth Financial’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.18K Buy
216
+214
+10,700% +$3.49K ﹤0.01% 4215
2026
Q1 		$27 Buy
+2
New +$24 ﹤0.01% 5114

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's ESOA Position: Q2 2026 in Review

Allworth Financial increased its Energy Services of America (ESOA) stake by 10,700% in Q2 2026, buying an estimated $3.49K and bringing the position to 216 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4215.

Allworth Financial first reported a position in ESOA in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Allworth Financial held 216 shares of Energy Services of America worth $4.18K as of Q2 2026.
  • Allworth Financial bought 214 Energy Services of America shares in Q2 2026, an estimated $3.49K.
  • Energy Services of America made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4215 holding.
  • Allworth Financial first reported a position in Energy Services of America in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

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