AF
FVR

Allworth Financial’s FrontView REIT FVR Stock Holding History

Allworth Financial’s Portfolio FVR Stock Details FVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48K Hold
73
– – ﹤0.01% 4616
2026
Q1 		$1.13K Buy
73
+19
+35% +$306 ﹤0.01% 4534
2025
Q4 		$798 Sell
54
-8
-13% -$115 ﹤0.01% 4423
2025
Q3 		$851 Buy
62
+5
+9% +$64 ﹤0.01% 4303
2025
Q2 		$684 Buy
+57
New +$674 ﹤0.01% 4060

Other funds holding FVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial's FVR Position: Q2 2026 in Review

Allworth Financial held its FrontView REIT (FVR) position steady in Q2 2026 at 73 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4616.

Allworth Financial first reported a position in FVR in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold FVR as of Q2 2026.

  • Allworth Financial held 73 shares of FrontView REIT worth $1.48K as of Q2 2026.
  • Allworth Financial left its FrontView REIT share count unchanged in Q2 2026.
  • FrontView REIT made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4616 holding.
  • Allworth Financial first reported a position in FrontView REIT in Q2 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held FrontView REIT as of Q2 2026.

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