AF
NN icon

Allworth Financial’s NextNav NN Stock Holding History

Allworth Financial’s Portfolio NN Stock Details NN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.45K Buy
465
+199
+75% +$3.22K ﹤0.01% 3708
2025
Q4 		$4.43K Buy
266
+76
+40% +$1.08K ﹤0.01% 3788
2025
Q3 		$2.72K Sell
190
-3
-2% -$47 ﹤0.01% 3865
2025
Q2 		$2.93K Buy
193
+159
+468% +$2.04K ﹤0.01% 3546
2025
Q1 		$403 Hold
34
– – ﹤0.01% 3739
2024
Q4 		$447 Hold
34
– – ﹤0.01% 3632
2024
Q3 		$255 Buy
+34
New +$262 ﹤0.01% 3553
2023
Q4 		– Sell
-70
Closed -$360 – 3569
2023
Q3 		$360 Hold
70
– – ﹤0.01% 3119
2023
Q2 		$206 Buy
+70
New +$169 ﹤0.01% 3089

Other funds holding NN

FIG
Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return
CCM
Clutterbuck Capital Management Cleveland, Ohio $164M AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $705M AUM 80.44% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $2.14B AUM 41.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $99.3M AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return