Allworth Financial’s LivePerson LPSN Stock Holding History

Allworth Financial’s Portfolio LPSN Stock Details LPSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4	Hold	2	–	–	﹤0.01%	5138
2026 Q1	$6	Hold	2	–	–	﹤0.01%	5166
2025 Q4	$8	Buy	+2	New	+$11	﹤0.01%	4967
2025 Q3	–	Sell	-3	Closed	-$41	–	4986
2025 Q2	$41	Hold	3	–	–	﹤0.01%	4465
2025 Q1	$34	Hold	3	–	–	﹤0.01%	3992
2024 Q4	$58	Hold	3	–	–	﹤0.01%	3868
2024 Q3	$52	Hold	3	–	–	﹤0.01%	3686
2024 Q2	$40	Hold	3	–	–	﹤0.01%	3632
2024 Q1	$40	Buy	+3	New	+$103	﹤0.01%	3541
2022 Q4	–	Sell	-86	Closed	-$12K	–	3119
2022 Q3	$12K	Buy	+86	New	+$16.5K	﹤0.01%	1560
2022 Q2	–	Sell	-68	Closed	-$25K	–	2623
2022 Q1	$25K	Buy	+68	New	+$27.5K	﹤0.01%	1162

Other funds holding LPSN

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

SAM

Silverback Asset Management Chapel Hill, North Carolina $925M AUM 74.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AAI

Aequim Alternative Investments Mill Valley, California $6.43B AUM 16.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAM

Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Allworth Financial's LPSN Position: Q2 2026 in Review

Allworth Financial held its LivePerson (LPSN) position steady in Q2 2026 at 2 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #5138.

Allworth Financial first reported a position in LPSN in Q1 2022 and has held it in 11 quarters since. The position peaked at $25K in Q1 2022. 38 funds tracked by Wall St. Rank hold LPSN as of Q2 2026.

Allworth Financial held 2 shares of LivePerson worth $4 as of Q2 2026.
Allworth Financial left its LivePerson share count unchanged in Q2 2026.
LivePerson made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5138 holding.
Allworth Financial first reported a position in LivePerson in Q1 2022 and has held it in 11 quarters since.
Allworth Financial's LivePerson position peaked at $25K in Q1 2022.
38 funds tracked by Wall St. Rank held LivePerson as of Q2 2026.

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