Allworth Financial’s Marine Petroleum Trust MARPS Stock Holding History

Allworth Financial’s Portfolio MARPS Stock Details MARPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.75K	Buy	517 +9	+2%	+$43	﹤0.01%	4239
2025 Q4	$2.11K	Buy	508 +6	+1%	+$27	﹤0.01%	4107
2025 Q3	$2.41K	Buy	502 +7	+1%	+$32	﹤0.01%	3914
2025 Q2	$2.24K	Buy	495 +11	+2%	+$45	﹤0.01%	3654
2025 Q1	$1.89K	Buy	484 +10	+2%	+$40	﹤0.01%	3237
2024 Q4	$2K	Buy	474 +12	+3%	+$48	﹤0.01%	3162
2024 Q3	$1.85K	Buy	462 +10	+2%	+$40	﹤0.01%	2997
2024 Q2	$1.74K	Buy	452 +7	+2%	+$30	﹤0.01%	2983
2024 Q1	$1.84K	Buy	+445	New	+$1.94K	﹤0.01%	2838

Other funds holding MARPS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

AAM

Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's MARPS Position: Q1 2026 in Review

Allworth Financial increased its Marine Petroleum Trust (MARPS) stake by 1.8% in Q1 2026, buying an estimated $43 and bringing the position to 517 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #4239.

Allworth Financial first reported a position in MARPS in Q1 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold MARPS as of Q1 2026.

Allworth Financial held 517 shares of Marine Petroleum Trust worth $2.75K as of Q1 2026.
Allworth Financial bought 9 Marine Petroleum Trust shares in Q1 2026, an estimated $43.
Marine Petroleum Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4239 holding.
Allworth Financial first reported a position in Marine Petroleum Trust in Q1 2024 and has held it in 9 quarters since.
8 funds tracked by Wall St. Rank held Marine Petroleum Trust as of Q1 2026.

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