AF
OLP

Allworth Financial’s One Liberty Properties OLP Stock Holding History

Allworth Financial’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35K Sell
1,433
-6
-0.4% -$140 ﹤0.01% 2773
2026
Q1 		$30.9K Buy
1,439
+175
+14% +$3.89K ﹤0.01% 2683
2025
Q4 		$25.7K Buy
1,264
+33
+3% +$682 ﹤0.01% 2643
2025
Q3 		$27.2K Buy
1,231
+14
+1% +$323 ﹤0.01% 2515
2025
Q2 		$29K Buy
1,217
+1,138
+1,441% +$27.8K ﹤0.01% 2277
2025
Q1 		$1.91K Sell
79
-29
-27% -$757 ﹤0.01% 3236
2024
Q4 		$2.74K Buy
108
+23
+27% +$644 ﹤0.01% 3032
2024
Q3 		$2.34K Buy
85
+6
+8% +$156 ﹤0.01% 2901
2024
Q2 		$2K Hold
79
– – ﹤0.01% 2923
2024
Q1 		$1.78K Hold
79
– – ﹤0.01% 2848
2023
Q4 		$1.73K Buy
+79
New +$1.57K ﹤0.01% 2741

Other funds holding OLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's OLP Position: Q2 2026 in Review

Allworth Financial reduced its One Liberty Properties (OLP) stake by 0.42% in Q2 2026, selling an estimated $140 and leaving 1,433 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Allworth Financial first reported a position in OLP in Q4 2023 and has held it in 11 quarters since. 136 funds tracked by Wall St. Rank hold OLP as of Q2 2026.

  • Allworth Financial held 1,433 shares of One Liberty Properties worth $35K as of Q2 2026.
  • Allworth Financial sold 6 One Liberty Properties shares in Q2 2026, an estimated $140.
  • One Liberty Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2773 holding.
  • Allworth Financial first reported a position in One Liberty Properties in Q4 2023 and has held it in 11 quarters since.
  • 136 funds tracked by Wall St. Rank held One Liberty Properties as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.