Allworth Financial
FORR icon

Allworth Financial’s Forrester Research FORR Stock Holding History

Allworth Financial’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.68K Buy
675
+459
+213% +$3K ﹤0.01% 4051
2026
Q1 		$1.22K Buy
216
+200
+1,250% +$1.37K ﹤0.01% 4516
2025
Q4 		$130 Sell
16
-57
-78% -$448 ﹤0.01% 4752
2025
Q3 		$774 Buy
73
+67
+1,117% +$679 ﹤0.01% 4320
2025
Q2 		$60 Buy
+6
New +$60 ﹤0.01% 4435
2024
Q4 		– Sell
-17
Closed -$307 – 3981
2024
Q3 		$307 Sell
17
-16
-48% -$292 ﹤0.01% 3521
2024
Q2 		$599 Sell
33
-95
-74% -$1.75K ﹤0.01% 3322
2024
Q1 		$2.76K Buy
+128
New +$2.9K ﹤0.01% 2685
2023
Q4 		– Sell
-6
Closed -$174 – 3520
2023
Q3 		$174 Sell
6
-5
-45% -$154 ﹤0.01% 3245
2023
Q2 		$320 Buy
+11
New +$327 ﹤0.01% 3000

Other funds holding FORR

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allworth Financial's FORR Position: Q2 2026 in Review

Allworth Financial increased its Forrester Research (FORR) stake by 213% in Q2 2026, buying an estimated $3K and bringing the position to 675 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

Allworth Financial first reported a position in FORR in Q2 2023 and has held it in 10 quarters since. 98 funds tracked by Wall St. Rank hold FORR as of Q2 2026.

  • Allworth Financial held 675 shares of Forrester Research worth $5.68K as of Q2 2026.
  • Allworth Financial bought 459 Forrester Research shares in Q2 2026, an estimated $3K.
  • Forrester Research made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4051 holding.
  • Allworth Financial first reported a position in Forrester Research in Q2 2023 and has held it in 10 quarters since.
  • 98 funds tracked by Wall St. Rank held Forrester Research as of Q2 2026.

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