AF
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Allworth Financial’s Planet Labs PL Stock Holding History

Allworth Financial’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571K Sell
20,416
-1,336
-6% -$34.1K ﹤0.01% 900
2025
Q4 		$429K Sell
21,752
-8,410
-28% -$121K ﹤0.01% 995
2025
Q3 		$392K Buy
30,162
+12,044
+66% +$92.9K ﹤0.01% 986
2025
Q2 		$111K Buy
18,118
+2
+0% +$8 ﹤0.01% 1485
2025
Q1 		$60.7K Hold
18,116
– – ﹤0.01% 1463
2024
Q4 		$80.4K Hold
18,116
– – ﹤0.01% 1358
2024
Q3 		$40.4K Hold
18,116
– – ﹤0.01% 1507
2024
Q2 		$38.8K Hold
18,116
– – ﹤0.01% 1491
2024
Q1 		$46.2K Hold
18,116
– – ﹤0.01% 1328
2023
Q4 		$44.7K Hold
18,116
– – ﹤0.01% 1237
2023
Q3 		$47.1K Hold
18,116
– – ﹤0.01% 1143
2023
Q2 		$58.3K Hold
18,116
– – ﹤0.01% 1076
2023
Q1 		$71.2K Sell
18,116
-416
-2% -$1.86K ﹤0.01% 960
2022
Q4 		$80.6K Hold
18,532
– – ﹤0.01% 868
2022
Q3 		$101K Hold
18,532
– – ﹤0.01% 767
2022
Q2 		$80K Hold
18,532
– – ﹤0.01% 774
2022
Q1 		$94K Buy
+18,532
New +$102K ﹤0.01% 741

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return