Allworth Financial’s Plexus PLXS Stock Holding History

Allworth Financial’s Portfolio PLXS Stock Details PLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.3K	Sell	293 -9	-3%	-$1.71K	﹤0.01%	2194
2025 Q4	$44.4K	Buy	302 +52	+21%	+$7.63K	﹤0.01%	2278
2025 Q3	$36.2K	Buy	250 +103	+70%	+$13.9K	﹤0.01%	2329
2025 Q2	$19.9K	Buy	147 +117	+390%	+$15K	﹤0.01%	2531
2025 Q1	$3.76K	Sell	30 -16	-35%	-$2.25K	﹤0.01%	2915
2024 Q4	$7.84K	Buy	46 +20	+77%	+$3.06K	﹤0.01%	2554
2024 Q3	$3.56K	Buy	26 +11	+73%	+$1.33K	﹤0.01%	2718
2024 Q2	$1.73K	Sell	15 -10	-40%	-$1.03K	﹤0.01%	2985
2024 Q1	$2.37K	Buy	25 +5	+25%	+$481	﹤0.01%	2749
2023 Q4	$2.16K	Sell	20 -8	-29%	-$803	﹤0.01%	2647
2023 Q3	$2.6K	Hold	28	–	–	﹤0.01%	2413
2023 Q2	$2.75K	Hold	28	–	–	﹤0.01%	2357
2023 Q1	$2.73K	Hold	28	–	–	﹤0.01%	2280
2022 Q4	$2.88K	Sell	28 -19	-40%	-$1.92K	﹤0.01%	2104
2022 Q3	$4K	Sell	47 -120	-72%	-$10.7K	﹤0.01%	1959
2022 Q2	$13K	Buy	+167	New	+$13.5K	﹤0.01%	1456

Other funds holding PLXS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return