AF
LPA

Allworth Financial’s Logistic Properties of the Americas LPA Stock Holding History

Allworth Financial’s Portfolio LPA Stock Details LPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24 Buy
7
+3
+75% +$8 ﹤0.01% 5122
2025
Q4 		$11 Buy
+4
New +$13 ﹤0.01% 4948
2025
Q3 		– Sell
-250
Closed -$1.71K – 5072
2025
Q2 		$1.71K Buy
+250
New +$1.77K ﹤0.01% 3776

Other funds holding LPA

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial's LPA Position: Q1 2026 in Review

Allworth Financial increased its Logistic Properties of the Americas (LPA) stake by 75% in Q1 2026, buying an estimated $8 and bringing the position to 7 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #5122.

Allworth Financial first reported a position in LPA in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.71K in Q2 2025. 42 funds tracked by Wall St. Rank hold LPA as of Q1 2026.

  • Allworth Financial held 7 shares of Logistic Properties of the Americas worth $24 as of Q1 2026.
  • Allworth Financial bought 3 Logistic Properties of the Americas shares in Q1 2026, an estimated $8.
  • Logistic Properties of the Americas made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5122 holding.
  • Allworth Financial first reported a position in Logistic Properties of the Americas in Q2 2025 and has held it in 3 quarters since.
  • Allworth Financial's Logistic Properties of the Americas position peaked at $1.71K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Logistic Properties of the Americas as of Q1 2026.

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