AF
MLCI

Allworth Financial’s Mount Logan Capital Inc MLCI Stock Holding History

Allworth Financial’s Portfolio MLCI Stock Details MLCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4 Buy
+1
New +$6 ﹤0.01% 5175
2025
Q4 		– Sell
-1
Closed -$8 – 5336
2025
Q3 		$8 Buy
+1
New +$8 ﹤0.01% 4885

Other funds holding MLCI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Allworth Financial's MLCI Position: Q1 2026 in Review

Allworth Financial opened a new position in Mount Logan Capital Inc (MLCI) in Q1 2026: 1 share worth $4. The stake represents ﹤0.01% of the portfolio and ranks #5175 among its holdings. This is a return to the name: Allworth Financial previously reported a position in MLCI as recently as Q3 2025.

Allworth Financial first reported a position in MLCI in Q3 2025 and has held it in 2 quarters since. The position peaked at $8 in Q3 2025. 32 funds tracked by Wall St. Rank hold MLCI as of Q1 2026.

  • Allworth Financial held 1 share of Mount Logan Capital Inc worth $4 as of Q1 2026.
  • Mount Logan Capital Inc was a new Allworth Financial position in Q1 2026.
  • Mount Logan Capital Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5175 holding.
  • Allworth Financial first reported a position in Mount Logan Capital Inc in Q3 2025 and has held it in 2 quarters since.
  • Allworth Financial's Mount Logan Capital Inc position peaked at $8 in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Mount Logan Capital Inc as of Q1 2026.

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