AF
MKTW icon

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
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 $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Allworth Financial's MKTW Position: Q1 2026 in Review

Allworth Financial opened a new position in MarketWise (MKTW) in Q1 2026: 10 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #4935 among its holdings. This is a return to the name: Allworth Financial previously reported a position in MKTW as recently as Q1 2021.

Allworth Financial first reported a position in MKTW in Q1 2021 and has held it in 2 quarters since. The position peaked at $1K in Q1 2021. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • Allworth Financial held 10 shares of MarketWise worth $188 as of Q1 2026.
  • MarketWise was a new Allworth Financial position in Q1 2026.
  • MarketWise made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4935 holding.
  • Allworth Financial first reported a position in MarketWise in Q1 2021 and has held it in 2 quarters since.
  • Allworth Financial's MarketWise position peaked at $1K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

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