AF
LADR

Allworth Financial’s Ladder Capital LADR Stock Holding History

Allworth Financial’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.9K Sell
2,652
-2,010
-43% -$21.1K ﹤0.01% 2808
2025
Q4 		$51.2K Sell
4,662
-517
-10% -$5.62K ﹤0.01% 2176
2025
Q3 		$56.5K Buy
5,179
+2,913
+129% +$32.8K ﹤0.01% 2024
2025
Q2 		$24.4K Buy
2,266
+1,898
+516% +$19.9K ﹤0.01% 2401
2025
Q1 		$3.77K Sell
368
-2,636
-88% -$30.1K ﹤0.01% 2912
2024
Q4 		$33.1K Buy
3,004
+88
+3% +$1.01K ﹤0.01% 1787
2024
Q3 		$33.8K Buy
2,916
+164
+6% +$1.95K ﹤0.01% 1584
2024
Q2 		$33.5K Buy
2,752
+2,487
+938% +$27.3K ﹤0.01% 1565
2024
Q1 		$2.95K Buy
265
+10
+4% +$110 ﹤0.01% 2646
2023
Q4 		$2.94K Buy
255
+72
+39% +$768 ﹤0.01% 2502
2023
Q3 		$1.88K Buy
183
+24
+15% +$260 ﹤0.01% 2573
2023
Q2 		$1.73K Buy
+159
New +$1.54K ﹤0.01% 2538
2022
Q4 		– Sell
-1,250
Closed -$11K – 3112
2022
Q3 		$11K Buy
1,250
+1,217
+3,688% +$13.4K ﹤0.01% 1618
2022
Q2 		$0 Buy
33
+15
+83% +$170 ﹤0.01% 2610
2022
Q1 		$0 Buy
+18
New +$212 ﹤0.01% 2255

Other funds holding LADR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return