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Allworth Financial’s Lifeway Foods LWAY Stock Holding History

Allworth Financial’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20
Closed -$485 – 5271
2025
Q4 		$485 Buy
+20
New +$490 ﹤0.01% 4531
2017
Q2 		– Sell
-100
Closed -$1K – 792
2017
Q1 		$1K Hold
100
– – ﹤0.01% 706
2016
Q4 		$1K Hold
100
– – ﹤0.01% 630
2016
Q3 		$2K Hold
100
– – ﹤0.01% 595
2016
Q2 		$1K Hold
100
– – ﹤0.01% 600
2016
Q1 		$1K Hold
100
– – ﹤0.01% 576
2015
Q4 		$1K Hold
100
– – ﹤0.01% 585
2015
Q3 		$1K Hold
100
– – ﹤0.01% 584
2015
Q2 		$2K Hold
100
– – ﹤0.01% 529
2015
Q1 		$2K Buy
+100
New +$1.91K ﹤0.01% 534

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
SC
Slotnik Capital Dallas, Texas $387M AUM 106.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's LWAY Position: Q1 2026 in Review

Allworth Financial sold out of Lifeway Foods (LWAY) in Q1 2026, closing a stake of 20 shares — an estimated $485 sold.

Allworth Financial first reported a position in LWAY in Q1 2015 and held it in 10 quarters. The position peaked at $2K in Q3 2016. 80 funds tracked by Wall St. Rank hold LWAY as of Q1 2026.

  • Allworth Financial reported no remaining Lifeway Foods position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 20 Lifeway Foods shares in Q1 2026, an estimated $485.
  • Allworth Financial first reported a position in Lifeway Foods in Q1 2015 and held it in 10 quarters.
  • Allworth Financial's Lifeway Foods position peaked at $2K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Lifeway Foods as of Q1 2026.

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