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Allworth Financial’s Lindblad Expeditions LIND Stock Holding History

Allworth Financial’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.5K Buy
1,363
+856
+169% +$18.1K ﹤0.01% 2706
2026
Q1 		$8.77K Buy
507
+366
+260% +$6.5K ﹤0.01% 3600
2025
Q4 		$2.03K Sell
141
-75
-35% -$946 ﹤0.01% 4116
2025
Q3 		$2.77K Buy
+216
New +$2.84K ﹤0.01% 3858

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Allworth Financial's LIND Position: Q2 2026 in Review

Allworth Financial increased its Lindblad Expeditions (LIND) stake by 169% in Q2 2026, buying an estimated $18.1K and bringing the position to 1,363 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Allworth Financial first reported a position in LIND in Q3 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

  • Allworth Financial held 1,363 shares of Lindblad Expeditions worth $38.5K as of Q2 2026.
  • Allworth Financial bought 856 Lindblad Expeditions shares in Q2 2026, an estimated $18.1K.
  • Lindblad Expeditions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2706 holding.
  • Allworth Financial first reported a position in Lindblad Expeditions in Q3 2025 and has held it in 4 quarters since.
  • 226 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.