AF
NWS icon

Allworth Financial’s News Corp Class B NWS Stock Holding History

Allworth Financial’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.3K Buy
957
+641
+203% +$18.1K ﹤0.01% 2770
2025
Q4 		$9.37K Sell
316
-728
-70% -$21.7K ﹤0.01% 3316
2025
Q3 		$36.1K Sell
1,044
-38
-4% -$1.28K ﹤0.01% 2331
2025
Q2 		$37.1K Buy
1,082
+31
+3% +$982 ﹤0.01% 2125
2025
Q1 		$32.6K Sell
1,051
-61
-5% -$1.93K ﹤0.01% 1776
2024
Q4 		$34.6K Buy
1,112
+21
+2% +$634 ﹤0.01% 1770
2024
Q3 		$30.5K Sell
1,091
-321
-23% -$9.05K ﹤0.01% 1650
2024
Q2 		$39.8K Buy
1,412
+65
+5% +$1.73K ﹤0.01% 1478
2024
Q1 		$36.4K Buy
1,347
+42
+3% +$1.11K ﹤0.01% 1444
2023
Q4 		$33.6K Buy
1,305
+132
+11% +$2.99K ﹤0.01% 1363
2023
Q3 		$24.5K Sell
1,173
-44
-4% -$912 ﹤0.01% 1402
2023
Q2 		$24K Buy
1,217
+1
+0.1% +$18 ﹤0.01% 1430
2023
Q1 		$21.2K Hold
1,216
– – ﹤0.01% 1418
2022
Q4 		$22.4K Sell
1,216
-2,198
-64% -$38.7K ﹤0.01% 1310
2022
Q3 		$53K Buy
+3,414
New +$58.2K ﹤0.01% 944

Other funds holding NWS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SL
SOF Ltd George Town, Cayman Islands $279M AUM 6.12% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return