Allworth Financial’s Azio AI Holdings AZIO Stock Holding History

Allworth Financial’s Portfolio AZIO Stock Details AZIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$426	Hold	255	–	–	﹤0.01%	4769
2025 Q4	$92	Hold	255	–	–	﹤0.01%	4793
2025 Q3	$383	Hold	255	–	–	﹤0.01%	4502
2025 Q2	$457	Hold	255	–	–	﹤0.01%	4161
2025 Q1	$633	Hold	255	–	–	﹤0.01%	3618
2024 Q4	$2.21K	Hold	255	–	–	﹤0.01%	3118
2024 Q3	$4.59K	Hold	255	–	–	﹤0.01%	2606
2024 Q2	$4.55K	Hold	255	–	–	﹤0.01%	2564
2024 Q1	$6.88K	Hold	255	–	–	﹤0.01%	2268
2023 Q4	$3.47K	Hold	255	–	–	﹤0.01%	2431
2023 Q3	$4.03K	Hold	255	–	–	﹤0.01%	2215
2023 Q2	$5.36K	Hold	255	–	–	﹤0.01%	2066
2023 Q1	$8.03K	Hold	255	–	–	﹤0.01%	1870
2022 Q4	$5.43K	Buy	+255	New	+$7.83K	﹤0.01%	1865

Other funds holding AZIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Allworth Financial's AZIO Position: Q1 2026 in Review

Allworth Financial held its Azio AI Holdings (AZIO) position steady in Q1 2026 at 255 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #4769.

Allworth Financial first reported a position in AZIO in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.03K in Q1 2023. 15 funds tracked by Wall St. Rank hold AZIO as of Q1 2026.

Allworth Financial held 255 shares of Azio AI Holdings worth $426 as of Q1 2026.
Allworth Financial left its Azio AI Holdings share count unchanged in Q1 2026.
Azio AI Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4769 holding.
Allworth Financial first reported a position in Azio AI Holdings in Q4 2022 and has held it in 14 quarters since.
Allworth Financial's Azio AI Holdings position peaked at $8.03K in Q1 2023.
15 funds tracked by Wall St. Rank held Azio AI Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.