AF
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Allworth Financial’s PAVmed PAVM Stock Holding History

Allworth Financial’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61 Buy
6
+1
+20% +$9 ﹤0.01% 5053
2025
Q4 		$36 Sell
5
-5
-50% -$57 ﹤0.01% 4875
2025
Q3 		$128 Hold
10
– – ﹤0.01% 4650
2025
Q2 		$178 Hold
10
– – ﹤0.01% 4337
2025
Q1 		$223 Hold
10
– – ﹤0.01% 3849
2024
Q4 		$175 Sell
10
-5
-33% -$148 ﹤0.01% 3808
2024
Q3 		$550 Buy
15
+1
+7% +$31 ﹤0.01% 3394
2024
Q2 		$425 Hold
14
– – ﹤0.01% 3416
2024
Q1 		$899 Sell
14
-20
-59% -$1.51K ﹤0.01% 3115
2023
Q4 		$4.22K Hold
34
– – ﹤0.01% 2342
2023
Q3 		$4.51K Hold
34
– – ﹤0.01% 2154
2023
Q2 		$6.25K Hold
34
– – ﹤0.01% 2019
2023
Q1 		$5.72K Buy
34
+9
+36% +$1.89K ﹤0.01% 1985
2022
Q4 		$5.34K Buy
25
+5
+25% +$1.89K ﹤0.01% 1870
2022
Q3 		$8K Hold
20
– – ﹤0.01% 1752
2022
Q2 		$9K Hold
20
– – ﹤0.01% 1610
2022
Q1 		$12K Sell
20
-6
-23% -$4.46K ﹤0.01% 1438
2021
Q4 		$28K Sell
26
-1
-4% -$2.17K ﹤0.01% 1002
2021
Q3 		$102K Buy
27
+5
+23% +$15.8K ﹤0.01% 611
2021
Q2 		$64K Buy
22
+11
+100% +$26K ﹤0.01% 559
2021
Q1 		$23K Buy
11
+9
+450% +$13.5K ﹤0.01% 753
2020
Q4 		$2K Buy
+2
New +$1.71K ﹤0.01% 1186
2020
Q2 		– Sell
-1
Closed -$1K – 1323
2020
Q1 		$1K Buy
+1
New +$818 ﹤0.01% 1167

Other funds holding PAVM

TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's PAVM Position: Q1 2026 in Review

Allworth Financial increased its PAVmed (PAVM) stake by 20% in Q1 2026, buying an estimated $9 and bringing the position to 6 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #5053.

Allworth Financial first reported a position in PAVM in Q1 2020 and has held it in 23 quarters since. The position peaked at $102K in Q3 2021. 20 funds tracked by Wall St. Rank hold PAVM as of Q1 2026.

  • Allworth Financial held 6 shares of PAVmed worth $61 as of Q1 2026.
  • Allworth Financial bought 1 PAVmed share in Q1 2026, an estimated $9.
  • PAVmed made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5053 holding.
  • Allworth Financial first reported a position in PAVmed in Q1 2020 and has held it in 23 quarters since.
  • Allworth Financial's PAVmed position peaked at $102K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held PAVmed as of Q1 2026.

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