Allworth Financial’s Everi Holdings EVRI Stock Holding History

Allworth Financial’s Portfolio EVRI Stock Details EVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-597	Closed	-$8.5K	–	4952
2025 Q2	$8.5K	Hold	597	–	–	﹤0.01%	2976
2025 Q1	$8.24K	Hold	597	–	–	﹤0.01%	2506
2024 Q4	$8.13K	Hold	597	–	–	﹤0.01%	2534
2024 Q3	$7.84K	Hold	597	–	–	﹤0.01%	2374
2024 Q2	$4.96K	Buy	597 +561	+1,558%	+$4.58K	﹤0.01%	2526
2024 Q1	$362	Buy	+36	New	+$372	﹤0.01%	3367
2023 Q4	–	Sell	-118	Closed	-$1.56K	–	3511
2023 Q3	$1.56K	Buy	+118	New	+$1.68K	﹤0.01%	2662

Other funds holding EVRI

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Allworth Financial's EVRI Position: Q3 2025 in Review

Allworth Financial sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 597 shares — an estimated $8.5K sold.

Allworth Financial first reported a position in EVRI in Q3 2023 and held it in 7 quarters. The position peaked at $8.5K in Q2 2025. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.

Allworth Financial reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 597 Everi Holdings shares in Q3 2025, an estimated $8.5K.
Allworth Financial first reported a position in Everi Holdings in Q3 2023 and held it in 7 quarters.
Allworth Financial's Everi Holdings position peaked at $8.5K in Q2 2025.
2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.