AF
GOOD

Allworth Financial’s Gladstone Commercial Corp GOOD Stock Holding History

Allworth Financial’s Portfolio GOOD Stock Details GOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.95K Buy
345
+227
+192% +$2.66K ﹤0.01% 4086
2025
Q4 		$1.26K Sell
118
-438
-79% -$4.87K ﹤0.01% 4288
2025
Q3 		$6.85K Sell
556
-99
-15% -$1.32K ﹤0.01% 3361
2025
Q2 		$9.39K Buy
655
+110
+20% +$1.56K ﹤0.01% 2920
2025
Q1 		$7.64K Sell
545
-325
-37% -$5.13K ﹤0.01% 2547
2024
Q4 		$14K Buy
870
+554
+175% +$9.18K ﹤0.01% 2304
2024
Q3 		$5.13K Hold
316
– – ﹤0.01% 2556
2024
Q2 		$4.54K Hold
316
– – ﹤0.01% 2565
2024
Q1 		$4.37K Buy
316
+133
+73% +$1.73K ﹤0.01% 2461
2023
Q4 		$2.42K Sell
183
-120
-40% -$1.5K ﹤0.01% 2593
2023
Q3 		$3.69K Sell
303
-28
-8% -$367 ﹤0.01% 2264
2023
Q2 		$4.09K Buy
331
+216
+188% +$2.59K ﹤0.01% 2190
2023
Q1 		$1.45K Buy
+115
New +$1.75K ﹤0.01% 2537

Other funds holding GOOD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return