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Allworth Financial’s Lexeo Therapeutics LXEO Stock Holding History

Allworth Financial’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18K Sell
379
-3,007
-89% -$21.3K ﹤0.01% 4330
2025
Q4 		$33.6K Buy
3,386
+3,079
+1,003% +$28.1K ﹤0.01% 2466
2025
Q3 		$2.04K Buy
+307
New +$1.49K ﹤0.01% 3994

Other funds holding LXEO

PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's LXEO Position: Q1 2026 in Review

Allworth Financial reduced its Lexeo Therapeutics (LXEO) stake by 89% in Q1 2026, selling an estimated $21.3K and leaving 379 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4330.

Allworth Financial first reported a position in LXEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.6K in Q4 2025. 139 funds tracked by Wall St. Rank hold LXEO as of Q1 2026.

  • Allworth Financial held 379 shares of Lexeo Therapeutics worth $2.18K as of Q1 2026.
  • Allworth Financial sold 3,007 Lexeo Therapeutics shares in Q1 2026, an estimated $21.3K.
  • Lexeo Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4330 holding.
  • Allworth Financial first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's Lexeo Therapeutics position peaked at $33.6K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q1 2026.

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