AF
HWKN icon

Allworth Financial’s Hawkins HWKN Stock Holding History

Allworth Financial’s Portfolio HWKN Stock Details HWKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.68K Hold
37
– – ﹤0.01% 3885
2025
Q4 		$5.26K Sell
37
-16
-30% -$2.36K ﹤0.01% 3667
2025
Q3 		$9.69K Buy
53
+8
+18% +$1.34K ﹤0.01% 3155
2025
Q2 		$6.39K Hold
45
– – ﹤0.01% 3134
2025
Q1 		$5.65K Sell
45
-14
-24% -$1.54K ﹤0.01% 2691
2024
Q4 		$6.94K Hold
59
– – ﹤0.01% 2604
2024
Q3 		$7.52K Buy
59
+35
+146% +$3.96K ﹤0.01% 2389
2024
Q2 		$2.52K Hold
24
– – ﹤0.01% 2817
2024
Q1 		$1.84K Hold
24
– – ﹤0.01% 2836
2023
Q4 		$1.69K Hold
24
– – ﹤0.01% 2749
2023
Q3 		$1.41K Buy
+24
New +$1.3K ﹤0.01% 2703

Other funds holding HWKN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return