Allworth Financial’s Plymouth Industrial REIT PLYM Stock Holding History

Allworth Financial’s Portfolio PLYM Stock Details PLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-720	Closed	-$15.8K	–	5289
2025 Q4	$15.8K	Sell	720 -35	-5%	-$769	﹤0.01%	2966
2025 Q3	$16.9K	Buy	755 +330	+78%	+$6.06K	﹤0.01%	2814
2025 Q2	$6.83K	Buy	425 +89	+26%	+$1.39K	﹤0.01%	3094
2025 Q1	$4.91K	Buy	336 +198	+143%	+$3.34K	﹤0.01%	2769
2024 Q4	$2.31K	Buy	138 +32	+30%	+$633	﹤0.01%	3107
2024 Q3	$2.4K	Hold	106	–	–	﹤0.01%	2891
2024 Q2	$2.54K	Hold	106	–	–	﹤0.01%	2814
2024 Q1	$2.38K	Hold	106	–	–	﹤0.01%	2745
2023 Q4	$2.55K	Hold	106	–	–	﹤0.01%	2566
2023 Q3	$2.22K	Hold	106	–	–	﹤0.01%	2495
2023 Q2	$2.44K	Hold	106	–	–	﹤0.01%	2403
2023 Q1	$2.23K	Hold	106	–	–	﹤0.01%	2366
2022 Q4	$2.03K	Sell	106 -619	-85%	-$11.7K	﹤0.01%	2239
2022 Q3	$12K	Buy	+725	New	+$14K	﹤0.01%	1567

Other funds holding PLYM

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

Allworth Financial's PLYM Position: Q1 2026 in Review

Allworth Financial sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 720 shares — an estimated $15.8K sold.

Allworth Financial first reported a position in PLYM in Q3 2022 and held it in 14 quarters. The position peaked at $16.9K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

Allworth Financial reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
Allworth Financial sold 720 Plymouth Industrial REIT shares in Q1 2026, an estimated $15.8K.
Allworth Financial first reported a position in Plymouth Industrial REIT in Q3 2022 and held it in 14 quarters.
Allworth Financial's Plymouth Industrial REIT position peaked at $16.9K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.