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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
Q2 		– Sell
-731
Closed -$7.16K – 5254
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 $9.31B AUM 73.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Allworth Financial's GCMG Position: Q2 2026 in Review

Allworth Financial sold out of GCM Grosvenor (GCMG) in Q2 2026, closing a stake of 731 shares — an estimated $7.16K sold.

Allworth Financial first reported a position in GCMG in Q4 2023 and held it in 9 quarters. The position peaked at $7.16K in Q1 2026. 148 funds tracked by Wall St. Rank hold GCMG as of Q2 2026.

  • Allworth Financial reported no remaining GCM Grosvenor position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 731 GCM Grosvenor shares in Q2 2026, an estimated $7.16K.
  • Allworth Financial first reported a position in GCM Grosvenor in Q4 2023 and held it in 9 quarters.
  • Allworth Financial's GCM Grosvenor position peaked at $7.16K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held GCM Grosvenor as of Q2 2026.

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