Allworth Financial’s Piedmont Realty Trust PDM Stock Holding History

Allworth Financial’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.6K	Sell	7,061 -2,552	-27%	-$21K	﹤0.01%	2263
2026 Q1	$63.2K	Sell	9,613 -153	-2%	-$1.19K	﹤0.01%	2150
2025 Q4	$81.5K	Buy	9,766 +1,097	+13%	+$9.16K	﹤0.01%	1878
2025 Q3	$78K	Buy	8,669 +19	+0.2%	+$153	﹤0.01%	1814
2025 Q2	$63.1K	Sell	8,650 -238	-3%	-$1.64K	﹤0.01%	1811
2025 Q1	$60.3K	Buy	8,888 +451	+5%	+$3.57K	﹤0.01%	1467
2024 Q4	$73.9K	Sell	8,437 -394	-4%	-$3.83K	﹤0.01%	1396
2024 Q3	$89.2K	Buy	8,831 +362	+4%	+$3.23K	﹤0.01%	1137
2024 Q2	$68.1K	Buy	8,469 +408	+5%	+$2.84K	﹤0.01%	1225
2024 Q1	$56.7K	Sell	8,061 -7,931	-50%	-$53.1K	﹤0.01%	1251
2023 Q4	$114K	Buy	15,992 +1,880	+13%	+$11.4K	﹤0.01%	902
2023 Q3	$79.3K	Sell	14,112 -260	-2%	-$1.78K	﹤0.01%	963
2023 Q2	$104K	Buy	14,372 +1,353	+10%	+$9.01K	﹤0.01%	884
2023 Q1	$95K	Sell	13,019 -65	-0.5%	-$597	﹤0.01%	874
2022 Q4	$120K	Buy	13,084 +235	+2%	+$2.32K	﹤0.01%	765
2022 Q3	$136K	Buy	12,849 +48	+0.4%	+$603	﹤0.01%	686
2022 Q2	$168K	Hold	12,801	–	–	﹤0.01%	592
2022 Q1	$220K	Sell	12,801 -25	-0.2%	-$439	﹤0.01%	533
2021 Q4	$236K	Buy	12,826 +161	+1%	+$2.95K	﹤0.01%	496
2021 Q3	$221K	Hold	12,665	–	–	﹤0.01%	459
2021 Q2	$234K	Sell	12,665 -2,826	-18%	-$52.6K	﹤0.01%	353
2021 Q1	$269K	Buy	15,491 +12,240	+376%	+$206K	0.01%	312
2020 Q4	$53K	Sell	3,251 -347	-10%	-$5.11K	﹤0.01%	472
2020 Q3	$49K	Hold	3,598	–	–	﹤0.01%	425
2020 Q2	$60K	Buy	3,598 +1,660	+86%	+$27.7K	﹤0.01%	387
2020 Q1	$34K	Hold	1,938	–	–	﹤0.01%	472
2019 Q4	$43K	Hold	1,938	–	–	﹤0.01%	386
2019 Q3	$40K	Buy	+1,938	New	+$39.1K	﹤0.01%	360
2019 Q2	–	Hold	0	–	–	–	363
2019 Q1	–	Hold	0	–	–	–	353
2018 Q4	–	Hold	0	–	–	–	340
2018 Q3	–	Hold	0	–	–	–	336
2018 Q2	–	Hold	0	–	–	–	318
2018 Q1	–	Hold	0	–	–	–	301
2017 Q4	–	Hold	0	–	–	–	286
2017 Q3	–	Hold	0	–	–	–	274
2017 Q2	–	Hold	0	–	–	–	283
2017 Q1	–	Hold	0	–	–	–	261
2016 Q4	–	Hold	0	–	–	–	248
2016 Q3	–	Hold	0	–	–	–	246
2016 Q2	–	Hold	0	–	–	–	237
2016 Q1	–	Hold	0	–	–	–	240
2015 Q4	–	Hold	0	–	–	–	242
2015 Q3	–	Hold	0	–	–	–	255
2015 Q2	–	Hold	0	–	–	–	255
2015 Q1	–	Hold	0	–	–	–	250

Other funds holding PDM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's PDM Position: Q2 2026 in Review

Allworth Financial reduced its Piedmont Realty Trust (PDM) stake by 27% in Q2 2026, selling an estimated $21K and leaving 7,061 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Allworth Financial first reported a position in PDM in Q3 2019 and has held it in 28 quarters since. The position peaked at $269K in Q1 2021. 253 funds tracked by Wall St. Rank hold PDM as of Q2 2026.

Allworth Financial held 7,061 shares of Piedmont Realty Trust worth $64.6K as of Q2 2026.
Allworth Financial sold 2,552 Piedmont Realty Trust shares in Q2 2026, an estimated $21K.
Piedmont Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2263 holding.
Allworth Financial first reported a position in Piedmont Realty Trust in Q3 2019 and has held it in 28 quarters since.
Allworth Financial's Piedmont Realty Trust position peaked at $269K in Q1 2021.
253 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2026.

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