Allworth Financial’s MaxLinear MXL Stock Holding History

Allworth Financial’s Portfolio MXL Stock Details MXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.1K	Buy	1,328 +189	+17%	+$3.4K	﹤0.01%	2887
2025 Q4	$19.9K	Sell	1,139 -245	-18%	-$3.99K	﹤0.01%	2837
2025 Q3	$22.3K	Buy	1,384 +430	+45%	+$6.76K	﹤0.01%	2641
2025 Q2	$13.6K	Buy	954 +413	+76%	+$4.76K	﹤0.01%	2750
2025 Q1	$5.22K	Buy	541 +521	+2,605%	+$8.71K	﹤0.01%	2737
2024 Q4	$485	Buy	+20	New	+$321	﹤0.01%	3608
2024 Q3	–	Sell	-153	Closed	-$3.66K	–	3804
2024 Q2	$3.66K	Sell	153 -7	-4%	-$138	﹤0.01%	2655
2024 Q1	$2.99K	Buy	160 +7	+5%	+$140	﹤0.01%	2633
2023 Q4	$3.64K	Sell	153 -7	-4%	-$137	﹤0.01%	2404
2023 Q3	$3.56K	Buy	160 +111	+227%	+$2.82K	﹤0.01%	2280
2023 Q2	$1.55K	Sell	49 -3	-6%	-$87	﹤0.01%	2586
2023 Q1	$1.83K	Buy	52 +39	+300%	+$1.41K	﹤0.01%	2440
2022 Q4	$441	Sell	13 -34	-72%	-$1.15K	﹤0.01%	2666
2022 Q3	$2K	Buy	47 +44	+1,467%	+$1.63K	﹤0.01%	2182
2022 Q2	$0	Buy	+3	New	+$126	﹤0.01%	2651
2020 Q2	–	Sell	-69	Closed	-$1K	–	1303
2020 Q1	$1K	Buy	+69	New	+$1.16K	﹤0.01%	1160

Other funds holding MXL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return