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Allworth Financial’s Momentus MNTS Stock Holding History

Allworth Financial’s Portfolio MNTS Stock Details MNTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28
Closed -$660 – 5187
2025
Q3 		$660 Hold
28
– – ﹤0.01% 4368
2025
Q2 		$610 Hold
28
– – ﹤0.01% 4084
2025
Q1 		$950 Hold
28
– – ﹤0.01% 3484
2024
Q4 		$3.79K Buy
28
+16
+133% +$2.25K ﹤0.01% 2878
2024
Q3 		$1.33K Buy
+12
New +$1.78K ﹤0.01% 3121
2024
Q2 		– Hold
0
– – – 3662
2024
Q1 		– Hold
0
– – – 3578
2023
Q4 		– Hold
0
– – – 3399
2023
Q3 		– Hold
0
– – – 3390
2023
Q2 		– Hold
0
– – – 3135
2023
Q1 		– Hold
0
– – – 2945
2021
Q2 		– Hold
0
– -$1K – 1630
2021
Q1 		– Hold
0
– – – 1404

Other funds holding MNTS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Allworth Financial's MNTS Position: Q4 2025 in Review

Allworth Financial sold out of Momentus (MNTS) in Q4 2025, closing a stake of 28 shares — an estimated $660 sold.

Allworth Financial first reported a position in MNTS in Q3 2024 and held it in 5 quarters. The position peaked at $3.79K in Q4 2024. 14 funds tracked by Wall St. Rank hold MNTS as of Q4 2025.

  • Allworth Financial reported no remaining Momentus position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 28 Momentus shares in Q4 2025, an estimated $660.
  • Allworth Financial first reported a position in Momentus in Q3 2024 and held it in 5 quarters.
  • Allworth Financial's Momentus position peaked at $3.79K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Momentus as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.