Allworth Financial’s Miller Industries MLR Stock Holding History

Allworth Financial’s Portfolio MLR Stock Details MLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9K	Sell	176 -156	-47%	-$7.5K	﹤0.01%	3786
2026 Q1	$15.1K	Buy	332 +32	+11%	+$1.37K	﹤0.01%	3191
2025 Q4	$11.2K	Sell	300 -26	-8%	-$1.01K	﹤0.01%	3190
2025 Q3	$13.2K	Buy	326 +15	+5%	+$632	﹤0.01%	2969
2025 Q2	$13.8K	Buy	311 +11	+4%	+$478	﹤0.01%	2737
2025 Q1	$12.7K	Hold	300	–	–	﹤0.01%	2320
2024 Q4	$20.6K	Hold	300	–	–	﹤0.01%	2078
2024 Q3	$18.3K	Hold	300	–	–	﹤0.01%	1974
2024 Q2	$18.6K	Hold	300	–	–	﹤0.01%	1926
2024 Q1	$15K	Hold	300	–	–	﹤0.01%	1926
2023 Q4	$12.7K	Hold	300	–	–	﹤0.01%	1887
2023 Q3	$11.8K	Hold	300	–	–	﹤0.01%	1784
2023 Q2	$10.6K	Hold	300	–	–	﹤0.01%	1844
2023 Q1	$10.6K	Hold	300	–	–	﹤0.01%	1771
2022 Q4	$8K	Hold	300	–	–	﹤0.01%	1752
2022 Q3	$6K	Hold	300	–	–	﹤0.01%	1826
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	1671
2022 Q1	$8K	Hold	300	–	–	﹤0.01%	1542
2021 Q4	$10K	Buy	+300	New	+$10.4K	﹤0.01%	1382

Other funds holding MLR

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Allworth Financial's MLR Position: Q2 2026 in Review

Allworth Financial reduced its Miller Industries (MLR) stake by 47% in Q2 2026, selling an estimated $7.5K and leaving 176 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #3786.

Allworth Financial first reported a position in MLR in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.6K in Q4 2024. 148 funds tracked by Wall St. Rank hold MLR as of Q2 2026.

Allworth Financial held 176 shares of Miller Industries worth $9K as of Q2 2026.
Allworth Financial sold 156 Miller Industries shares in Q2 2026, an estimated $7.5K.
Miller Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3786 holding.
Allworth Financial first reported a position in Miller Industries in Q4 2021 and has held it in 19 quarters since.
Allworth Financial's Miller Industries position peaked at $20.6K in Q4 2024.
148 funds tracked by Wall St. Rank held Miller Industries as of Q2 2026.

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