Allworth Financial’s Lear LEA Stock Holding History

Allworth Financial’s Portfolio LEA Stock Details LEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$115K	Buy	951 +543	+133%	+$67.7K	﹤0.01%	1752
2025 Q4	$46.8K	Buy	408 +99	+32%	+$10.6K	﹤0.01%	2243
2025 Q3	$31.1K	Buy	309 +119	+63%	+$12.4K	﹤0.01%	2433
2025 Q2	$18.1K	Buy	190 +97	+104%	+$8.53K	﹤0.01%	2586
2025 Q1	$7.94K	Sell	93 -5	-5%	-$474	﹤0.01%	2531
2024 Q4	$9.25K	Buy	98 +87	+791%	+$8.67K	﹤0.01%	2471
2024 Q3	$1.21K	Sell	11 -10	-48%	-$1.14K	﹤0.01%	3161
2024 Q2	$2.48K	Sell	21 -152	-88%	-$19.5K	﹤0.01%	2826
2024 Q1	$25.1K	Sell	173 -3	-2%	-$411	﹤0.01%	1641
2023 Q4	$24.9K	Buy	176 +32	+22%	+$4.29K	﹤0.01%	1522
2023 Q3	$19.3K	Buy	144 +34	+31%	+$4.92K	﹤0.01%	1536
2023 Q2	$15.8K	Sell	110 -133	-55%	-$17.6K	﹤0.01%	1680
2023 Q1	$33.9K	Buy	243 +9	+4%	+$1.24K	﹤0.01%	1221
2022 Q4	$29K	Buy	234 +223	+2,027%	+$29.5K	﹤0.01%	1211
2022 Q3	$1K	Sell	11 -19	-63%	-$2.63K	﹤0.01%	2423
2022 Q2	$4K	Sell	30 -209	-87%	-$27.6K	﹤0.01%	1819
2022 Q1	$34K	Buy	+239	New	+$38.8K	﹤0.01%	1029

Other funds holding LEA

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return