Allworth Financial’s Enpro NPO Stock Holding History

Allworth Financial’s Portfolio NPO Stock Details NPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.4K	Sell	293 -7	-2%	-$1.75K	﹤0.01%	2062
2025 Q4	$64.2K	Buy	300 +222	+285%	+$49.1K	﹤0.01%	2037
2025 Q3	$17.6K	Buy	78 +2	+3%	+$432	﹤0.01%	2781
2025 Q2	$14.6K	Buy	76 +4	+6%	+$684	﹤0.01%	2711
2025 Q1	$10.7K	Buy	72 +5	+7%	+$898	﹤0.01%	2398
2024 Q4	$11.9K	Hold	67	–	–	﹤0.01%	2367
2024 Q3	$10.9K	Hold	67	–	–	﹤0.01%	2217
2024 Q2	$10.9K	Buy	67 +54	+415%	+$8.18K	﹤0.01%	2187
2024 Q1	$2.19K	Hold	13	–	–	﹤0.01%	2769
2023 Q4	$2.04K	Hold	13	–	–	﹤0.01%	2677
2023 Q3	$1.58K	Buy	+13	New	+$1.71K	﹤0.01%	2655
2022 Q2	–	Sell	-3	Closed	–	–	2659
2022 Q1	$0	Buy	+3	New	+$319	﹤0.01%	2284

Other funds holding NPO

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Dimensional Fund Advisors

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return