AF
GCMG icon

Allworth Financial’s GCM Grosvenor GCMG Stock Holding History

Allworth Financial’s Portfolio GCMG Stock Details GCMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.16K Buy
+731
New +$8.1K ﹤0.01% 3734
2025
Q4 		– Sell
-284
Closed -$3.43K – 5115
2025
Q3 		$3.43K Buy
284
+138
+95% +$1.71K ﹤0.01% 3747
2025
Q2 		$1.69K Sell
146
-16
-10% -$198 ﹤0.01% 3784
2025
Q1 		$2.01K Buy
162
+16
+11% +$214 ﹤0.01% 3212
2024
Q4 		$1.97K Sell
146
-22
-13% -$261 ﹤0.01% 3168
2024
Q3 		$1.9K Buy
168
+152
+950% +$1.63K ﹤0.01% 2989
2024
Q2 		$173 Hold
16
– – ﹤0.01% 3567
2024
Q1 		$155 Buy
16
+1
+7% +$9 ﹤0.01% 3471
2023
Q4 		$135 Buy
+15
New +$125 ﹤0.01% 3329

Other funds holding GCMG

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Allworth Financial's GCMG Position: Q1 2026 in Review

Allworth Financial opened a new position in GCM Grosvenor (GCMG) in Q1 2026: 731 shares worth $7.16K. The stake represents ﹤0.01% of the portfolio and ranks #3734 among its holdings. This is a return to the name: Allworth Financial previously reported a position in GCMG as recently as Q3 2025.

Allworth Financial first reported a position in GCMG in Q4 2023 and has held it in 9 quarters since. 147 funds tracked by Wall St. Rank hold GCMG as of Q1 2026.

  • Allworth Financial held 731 shares of GCM Grosvenor worth $7.16K as of Q1 2026.
  • GCM Grosvenor was a new Allworth Financial position in Q1 2026.
  • GCM Grosvenor made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3734 holding.
  • Allworth Financial first reported a position in GCM Grosvenor in Q4 2023 and has held it in 9 quarters since.
  • 147 funds tracked by Wall St. Rank held GCM Grosvenor as of Q1 2026.

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