Allworth Financial’s Stride LRN Stock Holding History

Allworth Financial’s Portfolio LRN Stock Details LRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7K	Buy	155 +50	+48%	+$4.06K	﹤0.01%	3273
2025 Q4	$6.82K	Sell	105 -4,099	-98%	-$372K	﹤0.01%	3526
2025 Q3	$626K	Buy	4,204 +429	+11%	+$62.9K	﹤0.01%	812
2025 Q2	$548K	Buy	3,775 +3,717	+6,409%	+$538K	﹤0.01%	813
2025 Q1	$8.1K	Buy	58 +28	+93%	+$3.54K	﹤0.01%	2521
2024 Q4	$3.52K	Buy	30 +4	+15%	+$381	﹤0.01%	2914
2024 Q3	$2.22K	Hold	26	–	–	﹤0.01%	2929
2024 Q2	$1.82K	Hold	26	–	–	﹤0.01%	2966
2024 Q1	$1.64K	Hold	26	–	–	﹤0.01%	2891
2023 Q4	$1.54K	Sell	26 -81	-76%	-$4.43K	﹤0.01%	2788
2023 Q3	$4.82K	Buy	+107	New	+$4.35K	﹤0.01%	2126
2022 Q4	–	Sell	-300	Closed	-$13K	–	3120
2022 Q3	$13K	Buy	300 +294	+4,900%	+$11.8K	﹤0.01%	1492
2022 Q2	$0	Buy	+6	New	+$222	﹤0.01%	2625

Other funds holding LRN

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return