Allworth Financial
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Allworth Financial’s Harbor PanAgora Dynamic Large Cap Core ETF INFO Stock Holding History

Allworth Financial’s Portfolio INFO Stock Details INFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.36K Hold
50
– – ﹤0.01% 4760
2026
Q2 		$1.36K Hold
50
– – ﹤0.01% 4637
2026
Q1 		$1.18K Buy
+50
New +$1.22K ﹤0.01% 4519

Other funds holding INFO

Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
First National Trust
First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial's INFO Position: Q3 2026 in Review

Allworth Financial held its Harbor PanAgora Dynamic Large Cap Core ETF (INFO) position steady in Q3 2026 at 50 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4760.

Allworth Financial first reported a position in INFO in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold INFO as of Q3 2026.

  • Allworth Financial held 50 shares of Harbor PanAgora Dynamic Large Cap Core ETF worth $1.36K as of Q3 2026.
  • Allworth Financial left its Harbor PanAgora Dynamic Large Cap Core ETF share count unchanged in Q3 2026.
  • Harbor PanAgora Dynamic Large Cap Core ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4760 holding.
  • Allworth Financial first reported a position in Harbor PanAgora Dynamic Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Harbor PanAgora Dynamic Large Cap Core ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.