AF
IA

Allworth Financial’s Innovative Solutions & Support IA Stock Holding History

Allworth Financial’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05K Buy
114
+107
+1,529% +$2.07K ﹤0.01% 4508
2026
Q1 		$144 Buy
+7
New +$162 ﹤0.01% 4965
2025
Q4 		– Sell
-21
Closed -$263 – 5163
2025
Q3 		$263 Buy
+21
New +$293 ﹤0.01% 4569

Other funds holding IA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Allworth Financial's IA Position: Q2 2026 in Review

Allworth Financial increased its Innovative Solutions & Support (IA) stake by 1,529% in Q2 2026, buying an estimated $2.07K and bringing the position to 114 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Allworth Financial first reported a position in IA in Q3 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Allworth Financial held 114 shares of Innovative Solutions & Support worth $2.05K as of Q2 2026.
  • Allworth Financial bought 107 Innovative Solutions & Support shares in Q2 2026, an estimated $2.07K.
  • Innovative Solutions & Support made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4508 holding.
  • Allworth Financial first reported a position in Innovative Solutions & Support in Q3 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

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