Allworth Financial’s Huckleberry.ai, Inc. Class B Common Stock HUCK Stock Holding History

Allworth Financial’s Portfolio HUCK Stock Details HUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.9K	Buy	1,245 +295	+31%	+$986	﹤0.01%	4248
2026 Q1	$2.91K	Buy	+950	New	+$4.81K	﹤0.01%	4222
2025 Q4	–	Sell	-2	Closed	-$32	–	5079
2025 Q3	$32	Hold	2	–	–	﹤0.01%	4789
2025 Q2	$28	Buy	+2	New	+$20	﹤0.01%	4500
2023 Q1	–	Sell	-55	Closed	-$783	–	3226
2022 Q4	$783	Buy	+55	New	+$853	﹤0.01%	2541
2022 Q3	–	Sell	-4	Closed	–	–	2759
2022 Q2	$0	Buy	+4	New	+$147	﹤0.01%	2490

Other funds holding HUCK

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's HUCK Position: Q2 2026 in Review

Allworth Financial increased its Huckleberry.ai, Inc. Class B Common Stock (HUCK) stake by 31% in Q2 2026, buying an estimated $986 and bringing the position to 1,245 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

Allworth Financial first reported a position in HUCK in Q2 2022 and has held it in 6 quarters since. 108 funds tracked by Wall St. Rank hold HUCK as of Q2 2026.

Allworth Financial held 1,245 shares of Huckleberry.ai, Inc. Class B Common Stock worth $3.9K as of Q2 2026.
Allworth Financial bought 295 Huckleberry.ai, Inc. Class B Common Stock shares in Q2 2026, an estimated $986.
Huckleberry.ai, Inc. Class B Common Stock made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4248 holding.
Allworth Financial first reported a position in Huckleberry.ai, Inc. Class B Common Stock in Q2 2022 and has held it in 6 quarters since.
108 funds tracked by Wall St. Rank held Huckleberry.ai, Inc. Class B Common Stock as of Q2 2026.

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