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Allworth Financial’s Malibu Boats MBUU Stock Holding History

Allworth Financial’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467 Buy
+18
New +$537 ﹤0.01% 4745
2025
Q4 		– Sell
-14
Closed -$455 – 5183
2025
Q3 		$455 Buy
14
+7
+100% +$239 ﹤0.01% 4456
2025
Q2 		$220 Hold
7
– – ﹤0.01% 4306
2025
Q1 		$201 Buy
+7
New +$241 ﹤0.01% 3872
2024
Q3 		– Sell
-11
Closed -$416 – 3797
2024
Q2 		$416 Buy
+11
New +$402 ﹤0.01% 3420
2022
Q4 		– Sell
-239
Closed -$11K – 3126
2022
Q3 		$11K Buy
+239
New +$14.1K ﹤0.01% 1622

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TLM
Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Allworth Financial's MBUU Position: Q1 2026 in Review

Allworth Financial opened a new position in Malibu Boats (MBUU) in Q1 2026: 18 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #4745 among its holdings. This is a return to the name: Allworth Financial previously reported a position in MBUU as recently as Q3 2025.

Allworth Financial first reported a position in MBUU in Q3 2022 and has held it in 6 quarters since. The position peaked at $11K in Q3 2022. 135 funds tracked by Wall St. Rank hold MBUU as of Q1 2026.

  • Allworth Financial held 18 shares of Malibu Boats worth $467 as of Q1 2026.
  • Malibu Boats was a new Allworth Financial position in Q1 2026.
  • Malibu Boats made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4745 holding.
  • Allworth Financial first reported a position in Malibu Boats in Q3 2022 and has held it in 6 quarters since.
  • Allworth Financial's Malibu Boats position peaked at $11K in Q3 2022.
  • 135 funds tracked by Wall St. Rank held Malibu Boats as of Q1 2026.

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