Allworth Financial’s FormFactor FORM Stock Holding History

Allworth Financial’s Portfolio FORM Stock Details FORM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.3K	Buy	426 +54	+15%	+$4.65K	﹤0.01%	2471
2025 Q4	$20.8K	Buy	372 +147	+65%	+$7.41K	﹤0.01%	2798
2025 Q3	$8.2K	Buy	225 +55	+32%	+$1.77K	﹤0.01%	3266
2025 Q2	$5.85K	Buy	170 +7	+4%	+$213	﹤0.01%	3180
2025 Q1	$4.6K	Buy	163 +57	+54%	+$2.1K	﹤0.01%	2805
2024 Q4	$4.69K	Sell	106 -12	-10%	-$516	﹤0.01%	2797
2024 Q3	$5.43K	Buy	118 +12	+11%	+$599	﹤0.01%	2532
2024 Q2	$5.89K	Buy	106 +34	+47%	+$1.77K	﹤0.01%	2445
2024 Q1	$3.29K	Hold	72	–	–	﹤0.01%	2592
2023 Q4	$3K	Buy	72 +63	+700%	+$2.31K	﹤0.01%	2489
2023 Q3	$315	Buy	+9	New	+$303	﹤0.01%	3155
2022 Q3	–	Sell	-67	Closed	-$3K	–	2806
2022 Q2	$3K	Buy	+67	New	+$2.58K	﹤0.01%	1891

Other funds holding FORM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return

Geode Capital Management

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return