AF
MSA icon

Allworth Financial’s Mine Safety MSA Stock Holding History

Allworth Financial’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.5K Buy
552
+156
+39% +$28.5K ﹤0.01% 1898
2025
Q4 		$63.4K Buy
396
+14
+4% +$2.28K ﹤0.01% 2044
2025
Q3 		$65.7K Buy
382
+84
+28% +$14.5K ﹤0.01% 1935
2025
Q2 		$49.9K Buy
298
+77
+35% +$12K ﹤0.01% 1944
2025
Q1 		$33.9K Buy
221
+45
+26% +$7.17K ﹤0.01% 1753
2024
Q4 		$29.1K Buy
176
+46
+35% +$7.88K ﹤0.01% 1870
2024
Q3 		$23.1K Buy
130
+1
+0.8% +$182 ﹤0.01% 1822
2024
Q2 		$24.6K Buy
129
+1
+0.8% +$186 ﹤0.01% 1751
2024
Q1 		$24.8K Hold
128
– – ﹤0.01% 1648
2023
Q4 		$21.6K Buy
128
+15
+13% +$2.44K ﹤0.01% 1598
2023
Q3 		$17.8K Hold
113
– – ﹤0.01% 1601
2023
Q2 		$19.7K Hold
113
– – ﹤0.01% 1553
2023
Q1 		$15.1K Hold
113
– – ﹤0.01% 1618
2022
Q4 		$16.3K Buy
113
+103
+1,030% +$13.5K ﹤0.01% 1472
2022
Q3 		$1K Sell
10
-98
-91% -$12.1K ﹤0.01% 2439
2022
Q2 		$13K Buy
+108
New +$13.4K ﹤0.01% 1455

Other funds holding MSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return