Allworth Financial
KRT icon

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
Q3 		$14.9K Hold
446
– – ﹤0.01% 3555
2026
Q2 		$14.9K Buy
446
+290
+186% +$8.35K ﹤0.01% 3436
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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allworth Financial's KRT Position: Q3 2026 in Review

Allworth Financial held its Karat Packaging (KRT) position steady in Q3 2026 at 446 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Allworth Financial first reported a position in KRT in Q4 2023 and has held it in 12 quarters since. 77 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Allworth Financial held 446 shares of Karat Packaging worth $14.9K as of Q3 2026.
  • Allworth Financial left its Karat Packaging share count unchanged in Q3 2026.
  • Karat Packaging made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3555 holding.
  • Allworth Financial first reported a position in Karat Packaging in Q4 2023 and has held it in 12 quarters since.
  • 77 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

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