AF
P

Allworth Financial’s Everpure Inc P Stock Holding History

Allworth Financial’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Buy
46,430
+1,225
+3% +$83K 0.01% 467
2025
Q4 		$3.03M Buy
45,205
+12,375
+38% +$1.03M 0.01% 450
2025
Q3 		$2.75M Sell
32,830
-5,084
-13% -$338K 0.01% 445
2025
Q2 		$2.18M Buy
37,914
+37,167
+4,976% +$1.85M 0.01% 460
2025
Q1 		$33.7K Buy
747
+146
+24% +$8.81K ﹤0.01% 1756
2024
Q4 		$43.5K Buy
601
+73
+14% +$4.07K ﹤0.01% 1649
2024
Q3 		$26.5K Buy
528
+29
+6% +$1.64K ﹤0.01% 1736
2024
Q2 		$29.5K Buy
499
+50
+11% +$2.89K ﹤0.01% 1633
2024
Q1 		$23.3K Buy
449
+70
+18% +$3.13K ﹤0.01% 1685
2023
Q4 		$13.5K Buy
379
+67
+21% +$2.35K ﹤0.01% 1861
2023
Q3 		$11.1K Buy
312
+46
+17% +$1.71K ﹤0.01% 1804
2023
Q2 		$9.79K Sell
266
-1,245
-82% -$35.3K ﹤0.01% 1868
2023
Q1 		$38.5K Buy
1,511
+113
+8% +$3.05K ﹤0.01% 1171
2022
Q4 		$37.4K Buy
1,398
+61
+5% +$1.77K ﹤0.01% 1125
2022
Q3 		$37K Sell
1,337
-498
-27% -$14.1K ﹤0.01% 1071
2022
Q2 		$47K Buy
1,835
+528
+40% +$14.6K ﹤0.01% 927
2022
Q1 		$46K Buy
1,307
+7
+0.5% +$204 ﹤0.01% 923
2021
Q4 		$42K Hold
1,300
– – ﹤0.01% 892
2021
Q3 		$33K Hold
1,300
– – ﹤0.01% 891
2021
Q2 		$25K Hold
1,300
– – ﹤0.01% 793
2021
Q1 		$28K Hold
1,300
– – ﹤0.01% 704
2020
Q4 		$29K Hold
1,300
– – ﹤0.01% 583
2020
Q3 		$20K Hold
1,300
– – ﹤0.01% 569
2020
Q2 		$23K Hold
1,300
– – ﹤0.01% 562
2020
Q1 		$16K Hold
1,300
– – ﹤0.01% 603
2019
Q4 		$22K Hold
1,300
– – ﹤0.01% 510
2019
Q3 		$22K Hold
1,300
– – ﹤0.01% 445
2019
Q2 		$20K Hold
1,300
– – ﹤0.01% 461
2019
Q1 		$28K Sell
1,300
-800
-38% -$15.2K ﹤0.01% 401
2018
Q4 		$34K Hold
2,100
– – ﹤0.01% 336
2018
Q3 		$54K Buy
+2,100
New +$52.2K ﹤0.01% 281

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allworth Financial's P Position: Q1 2026 in Review

Allworth Financial increased its Everpure Inc (P) stake by 2.7% in Q1 2026, buying an estimated $83K and bringing the position to 46,430 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #467.

Allworth Financial first reported a position in P in Q3 2018 and has held it in 31 quarters since. The position peaked at $3.03M in Q4 2025. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Allworth Financial held 46,430 shares of Everpure Inc worth $2.74M as of Q1 2026.
  • Allworth Financial bought 1,225 Everpure Inc shares in Q1 2026, an estimated $83K.
  • Everpure Inc made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #467 holding.
  • Allworth Financial first reported a position in Everpure Inc in Q3 2018 and has held it in 31 quarters since.
  • Allworth Financial's Everpure Inc position peaked at $3.03M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.