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Allworth Financial’s Karat Packaging KRT Stock Holding History

Allworth Financial’s Portfolio KRT Stock Details KRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.36K Buy
156
+99
+174% +$2.49K ﹤0.01% 4039
2025
Q4 		$1.29K Buy
57
+9
+19% +$208 ﹤0.01% 4280
2025
Q3 		$1.21K Buy
48
+37
+336% +$973 ﹤0.01% 4192
2025
Q2 		$310 Buy
11
+2
+22% +$56 ﹤0.01% 4241
2025
Q1 		$234 Hold
9
– – ﹤0.01% 3839
2024
Q4 		$280 Hold
9
– – ﹤0.01% 3726
2024
Q3 		$234 Sell
9
-48
-84% -$1.29K ﹤0.01% 3567
2024
Q2 		$1.64K Hold
57
– – ﹤0.01% 3004
2024
Q1 		$1.63K Buy
57
+9
+19% +$237 ﹤0.01% 2894
2023
Q4 		$1.19K Buy
+48
New +$1.06K ﹤0.01% 2894

Other funds holding KRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allworth Financial's KRT Position: Q1 2026 in Review

Allworth Financial increased its Karat Packaging (KRT) stake by 174% in Q1 2026, buying an estimated $2.49K and bringing the position to 156 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4039.

Allworth Financial first reported a position in KRT in Q4 2023 and has held it in 10 quarters since. 132 funds tracked by Wall St. Rank hold KRT as of Q1 2026.

  • Allworth Financial held 156 shares of Karat Packaging worth $4.36K as of Q1 2026.
  • Allworth Financial bought 99 Karat Packaging shares in Q1 2026, an estimated $2.49K.
  • Karat Packaging made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4039 holding.
  • Allworth Financial first reported a position in Karat Packaging in Q4 2023 and has held it in 10 quarters since.
  • 132 funds tracked by Wall St. Rank held Karat Packaging as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.