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Allworth Financial’s PDF Solutions PDFS Stock Holding History

Allworth Financial’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4K Buy
48
+34
+243% +$1.69K ﹤0.01% 4304
2026
Q1 		$458 Buy
14
+5
+56% +$163 ﹤0.01% 4751
2025
Q4 		$257 Buy
9
+6
+200% +$166 ﹤0.01% 4668
2025
Q3 		$78 Buy
+3
New +$66 ﹤0.01% 4706
2025
Q1 		– Sell
-10
Closed -$287 – 4148
2024
Q4 		$287 Sell
10
-17
-63% -$512 ﹤0.01% 3721
2024
Q3 		$856 Buy
27
+17
+170% +$552 ﹤0.01% 3275
2024
Q2 		$354 Sell
10
-44
-81% -$1.47K ﹤0.01% 3457
2024
Q1 		$1.82K Hold
54
– – ﹤0.01% 2843
2023
Q4 		$1.74K Buy
54
+44
+440% +$1.33K ﹤0.01% 2737
2023
Q3 		$324 Hold
10
– – ﹤0.01% 3151
2023
Q2 		$451 Hold
10
– – ﹤0.01% 2916
2023
Q1 		$424 Hold
10
– – ﹤0.01% 2872
2022
Q4 		$285 Hold
10
– – ﹤0.01% 2732
2022
Q3 		$0 Hold
10
– – ﹤0.01% 2989
2022
Q2 		$0 Buy
+10
New +$231 ﹤0.01% 2693

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

Allworth Financial's PDFS Position: Q2 2026 in Review

Allworth Financial increased its PDF Solutions (PDFS) stake by 243% in Q2 2026, buying an estimated $1.69K and bringing the position to 48 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4304.

Allworth Financial first reported a position in PDFS in Q2 2022 and has held it in 15 quarters since. 282 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Allworth Financial held 48 shares of PDF Solutions worth $3.4K as of Q2 2026.
  • Allworth Financial bought 34 PDF Solutions shares in Q2 2026, an estimated $1.69K.
  • PDF Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4304 holding.
  • Allworth Financial first reported a position in PDF Solutions in Q2 2022 and has held it in 15 quarters since.
  • 282 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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