Allworth Financial’s Espey Mfg & Electronics Corp ESP Stock Holding History

Allworth Financial’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$3.96K	–	5089
2025 Q3	$3.96K	Hold	100	–	–	﹤0.01%	3683
2025 Q2	$4.57K	Hold	100	–	–	﹤0.01%	3306
2025 Q1	$3.11K	Hold	100	–	–	﹤0.01%	3023
2024 Q4	$2.87K	Hold	100	–	–	﹤0.01%	3010
2024 Q3	$3.01K	Hold	100	–	–	﹤0.01%	2782
2024 Q2	$2.19K	Hold	100	–	–	﹤0.01%	2887
2024 Q1	$2.52K	Hold	100	–	–	﹤0.01%	2726
2023 Q4	$1.87K	Hold	100	–	–	﹤0.01%	2702
2023 Q3	$1.61K	Hold	100	–	–	﹤0.01%	2643
2023 Q2	$1.68K	Hold	100	–	–	﹤0.01%	2552
2023 Q1	$2.02K	Hold	100	–	–	﹤0.01%	2405
2022 Q4	$1.42K	Hold	100	–	–	﹤0.01%	2358
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	2366
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	2137
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	1919
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	1811
2021 Q3	$1K	Hold	100	–	–	﹤0.01%	1750
2021 Q2	$1K	Hold	100	–	–	﹤0.01%	1456
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	1293
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	1147
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	984
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1005
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1049
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	900
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	814
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	806
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	820
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	728
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	728
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	715
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	654
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	651
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	658
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	661
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	641
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	535
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	562
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	506
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	522
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	499
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	530
2015 Q2	$3K	Buy	+100	New	+$2.71K	﹤0.01%	487

Other funds holding ESP

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allworth Financial's ESP Position: Q4 2025 in Review

Allworth Financial sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2025, closing a stake of 100 shares — an estimated $3.96K sold.

Allworth Financial first reported a position in ESP in Q2 2015 and held it in 42 quarters. The position peaked at $4.57K in Q2 2025. 51 funds tracked by Wall St. Rank hold ESP as of Q4 2025.

Allworth Financial reported no remaining Espey Mfg & Electronics Corp position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 100 Espey Mfg & Electronics Corp shares in Q4 2025, an estimated $3.96K.
Allworth Financial first reported a position in Espey Mfg & Electronics Corp in Q2 2015 and held it in 42 quarters.
Allworth Financial's Espey Mfg & Electronics Corp position peaked at $4.57K in Q2 2025.
51 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.