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Allworth Financial’s MarketWise MKTW Stock Holding History

Allworth Financial’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11K Buy
62
+52
+520% +$897 ﹤0.01% 4691
2026
Q1 		$188 Buy
+10
New +$155 ﹤0.01% 4935
2021
Q2 		– Sell
-5
Closed -$1K – 1628
2021
Q1 		$1K Buy
+5
New +$1.04K ﹤0.01% 1403

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

Allworth Financial's MKTW Position: Q2 2026 in Review

Allworth Financial increased its MarketWise (MKTW) stake by 520% in Q2 2026, buying an estimated $897 and bringing the position to 62 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4691.

Allworth Financial first reported a position in MKTW in Q1 2021 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • Allworth Financial held 62 shares of MarketWise worth $1.11K as of Q2 2026.
  • Allworth Financial bought 52 MarketWise shares in Q2 2026, an estimated $897.
  • MarketWise made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4691 holding.
  • Allworth Financial first reported a position in MarketWise in Q1 2021 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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