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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
Q2 		$913 Sell
196
-183
-48% -$990 ﹤0.01% 4735
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

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Allworth Financial's LXEO Position: Q2 2026 in Review

Allworth Financial reduced its Lexeo Therapeutics (LXEO) stake by 48% in Q2 2026, selling an estimated $990 and leaving 196 shares worth $913. The position accounts for ﹤0.01% of the portfolio, ranked #4735.

Allworth Financial first reported a position in LXEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.6K in Q4 2025. 141 funds tracked by Wall St. Rank hold LXEO as of Q2 2026.

  • Allworth Financial held 196 shares of Lexeo Therapeutics worth $913 as of Q2 2026.
  • Allworth Financial sold 183 Lexeo Therapeutics shares in Q2 2026, an estimated $990.
  • Lexeo Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4735 holding.
  • Allworth Financial first reported a position in Lexeo Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's Lexeo Therapeutics position peaked at $33.6K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q2 2026.

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