AF
ONIT

Allworth Financial’s Onity Group ONIT Stock Holding History

Allworth Financial’s Portfolio ONIT Stock Details ONIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04K Buy
52
+16
+44% +$696 ﹤0.01% 4345
2025
Q4 		$1.65K Buy
36
+27
+300% +$1.11K ﹤0.01% 4201
2025
Q3 		$360 Sell
9
-50
-85% -$2.01K ﹤0.01% 4513
2025
Q2 		$2.25K Buy
59
+3
+5% +$106 ﹤0.01% 3647
2025
Q1 		$1.85K Hold
56
– – ﹤0.01% 3242
2024
Q4 		$1.95K Hold
56
– – ﹤0.01% 3171
2024
Q3 		$1.79K Buy
+56
New +$1.53K ﹤0.01% 3013
2021
Q2 		– Sell
-78
Closed -$2K – 1677
2021
Q1 		$2K Buy
+78
New +$2.15K ﹤0.01% 1345
2020
Q2 		– Sell
-77
Closed -$1K – 1397
2020
Q1 		$1K Buy
+77
New +$1.37K ﹤0.01% 1194

Other funds holding ONIT

LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return