AF
PHLT

Allworth Financial’s Performant Healthcare Inc PHLT Stock Holding History

Allworth Financial’s Portfolio PHLT Stock Details PHLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$24 – 5330
2025
Q3 		$24 Buy
+3
New +$19 ﹤0.01% 4813

Other funds holding PHLT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's PHLT Position: Q4 2025 in Review

Allworth Financial sold out of Performant Healthcare Inc (PHLT) in Q4 2025, closing a stake of 3 shares — an estimated $24 sold.

Allworth Financial first reported a position in PHLT in Q3 2025 and held it in 1 quarter. The position peaked at $24 in Q3 2025. 1 fund tracked by Wall St. Rank holds PHLT as of Q4 2025.

  • Allworth Financial reported no remaining Performant Healthcare Inc position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 3 Performant Healthcare Inc shares in Q4 2025, an estimated $24.
  • Allworth Financial first reported a position in Performant Healthcare Inc in Q3 2025 and held it in 1 quarter.
  • Allworth Financial's Performant Healthcare Inc position peaked at $24 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Performant Healthcare Inc as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.