Allworth Financial’s Ryder R Stock Holding History

Allworth Financial’s Portfolio R Stock Details R Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.36M	Sell	45,745 -982	-2%	-$199K	0.04%	260
2025 Q4	$8.94M	Sell	46,727 -442	-0.9%	-$79.4K	0.04%	248
2025 Q3	$8.9M	Sell	47,169 -198	-0.4%	-$35.7K	0.04%	227
2025 Q2	$7.53M	Buy	47,367 +47,332	+135,234%	+$6.96M	0.04%	245
2025 Q1	$4.87K	Buy	35 +14	+67%	+$2.18K	﹤0.01%	2772
2024 Q4	$3.47K	Buy	21 +12	+133%	+$1.88K	﹤0.01%	2922
2024 Q3	$1.31K	Sell	9 -36	-80%	-$4.88K	﹤0.01%	3126
2024 Q2	$5.95K	Buy	45 +36	+400%	+$4.35K	﹤0.01%	2438
2024 Q1	$1.08K	Sell	9 -30	-77%	-$3.42K	﹤0.01%	3054
2023 Q4	$4.49K	Buy	39 +13	+50%	+$1.37K	﹤0.01%	2319
2023 Q3	$2.78K	Sell	26 -8	-24%	-$779	﹤0.01%	2383
2023 Q2	$2.88K	Buy	34 +23	+209%	+$1.89K	﹤0.01%	2336
2023 Q1	$982	Buy	11 +2	+22%	+$184	﹤0.01%	2676
2022 Q4	$752	Buy	9 +7	+350%	+$588	﹤0.01%	2547
2022 Q3	$0	Sell	2 -14	-88%	-$1.06K	﹤0.01%	3029
2022 Q2	$1K	Buy	16 +12	+300%	+$880	﹤0.01%	2236
2022 Q1	$0	Buy	+4	New	+$311	﹤0.01%	2328

Other funds holding R

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

EARNEST Partners

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return