Allworth Financial’s Holley HLLY Stock Holding History

Allworth Financial’s Portfolio HLLY Stock Details HLLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$663	Sell	260 -397	-60%	-$1.13K	﹤0.01%	4798
2026 Q1	$2.02K	Buy	657 +500	+318%	+$1.9K	﹤0.01%	4350
2025 Q4	$649	Buy	157 +61	+64%	+$220	﹤0.01%	4467
2025 Q3	$302	Buy	96 +85	+773%	+$253	﹤0.01%	4544
2025 Q2	$22	Buy	+11	New	+$23	﹤0.01%	4510
2023 Q4	–	Sell	-66	Closed	-$330	–	3535
2023 Q3	$330	Sell	66 -400	-86%	-$2.27K	﹤0.01%	3146
2023 Q2	$1.91K	Hold	466	–	–	﹤0.01%	2506
2023 Q1	$1.28K	Hold	466	–	–	﹤0.01%	2580
2022 Q4	$988	Buy	466 +66	+17%	+$208	﹤0.01%	2480
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	2151
2022 Q2	$4K	Sell	400 -400	-50%	-$4.36K	﹤0.01%	1809
2022 Q1	$11K	Buy	+800	New	+$10.3K	﹤0.01%	1463

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Allworth Financial's HLLY Position: Q2 2026 in Review

Allworth Financial reduced its Holley (HLLY) stake by 60% in Q2 2026, selling an estimated $1.13K and leaving 260 shares worth $663. The position accounts for ﹤0.01% of the portfolio, ranked #4798.

Allworth Financial first reported a position in HLLY in Q1 2022 and has held it in 12 quarters since. The position peaked at $11K in Q1 2022. 132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

Allworth Financial held 260 shares of Holley worth $663 as of Q2 2026.
Allworth Financial sold 397 Holley shares in Q2 2026, an estimated $1.13K.
Holley made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4798 holding.
Allworth Financial first reported a position in Holley in Q1 2022 and has held it in 12 quarters since.
Allworth Financial's Holley position peaked at $11K in Q1 2022.
132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

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