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Allworth Financial’s The RMR Group RMR Stock Holding History

Allworth Financial’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.34K Buy
406
+234
+136% +$4.43K ﹤0.01% 3831
2026
Q1 		$2.66K Buy
172
+126
+274% +$2.04K ﹤0.01% 4251
2025
Q4 		$689 Sell
46
-8
-15% -$122 ﹤0.01% 4463
2025
Q3 		$853 Buy
54
+30
+125% +$501 ﹤0.01% 4302
2025
Q2 		$396 Buy
24
+7
+41% +$107 ﹤0.01% 4194
2025
Q1 		$252 Sell
17
-33
-66% -$607 ﹤0.01% 3828
2024
Q4 		$964 Sell
50
-38
-43% -$880 ﹤0.01% 3407
2024
Q3 		$2.23K Buy
88
+1
+1% +$25 ﹤0.01% 2926
2024
Q2 		$2.21K Buy
87
+79
+988% +$1.85K ﹤0.01% 2884
2024
Q1 		$192 Hold
8
– – ﹤0.01% 3451
2023
Q4 		$226 Sell
8
-51
-86% -$1.25K ﹤0.01% 3271
2023
Q3 		$1.46K Buy
59
+48
+436% +$1.16K ﹤0.01% 2686
2023
Q2 		$265 Sell
11
-5
-31% -$117 ﹤0.01% 3043
2023
Q1 		$432 Hold
16
– – ﹤0.01% 2868
2022
Q4 		$464 Sell
16
-2
-11% -$54 ﹤0.01% 2651
2022
Q3 		$0 Buy
18
+4
+29% +$109 ﹤0.01% 3045
2022
Q2 		$0 Buy
14
+8
+133% +$231 ﹤0.01% 2744
2022
Q1 		$0 Hold
6
– – ﹤0.01% 2341
2021
Q4 		$0 Buy
+6
New +$208 ﹤0.01% 2091
2018
Q2 		– Sell
-5
Closed – – 1001
2018
Q1 		$0 Buy
+5
New +$322 ﹤0.01% 861

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's RMR Position: Q2 2026 in Review

Allworth Financial increased its The RMR Group (RMR) stake by 136% in Q2 2026, buying an estimated $4.43K and bringing the position to 406 shares worth $8.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3831.

Allworth Financial first reported a position in RMR in Q1 2018 and has held it in 20 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Allworth Financial held 406 shares of The RMR Group worth $8.34K as of Q2 2026.
  • Allworth Financial bought 234 The RMR Group shares in Q2 2026, an estimated $4.43K.
  • The RMR Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3831 holding.
  • Allworth Financial first reported a position in The RMR Group in Q1 2018 and has held it in 20 quarters since.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.