AF
ROAD icon

Allworth Financial’s Construction Partners ROAD Stock Holding History

Allworth Financial’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$132K Sell
1,188
-70
-6% -$8.39K ﹤0.01% 1656
2025
Q4 		$137K Sell
1,258
-11
-0.9% -$1.24K ﹤0.01% 1557
2025
Q3 		$161K Buy
1,269
+7
+0.6% +$799 ﹤0.01% 1416
2025
Q2 		$134K Sell
1,262
-78
-6% -$7.29K ﹤0.01% 1371
2025
Q1 		$109K Buy
1,340
+112
+9% +$8.83K ﹤0.01% 1186
2024
Q4 		$114K Buy
1,228
+160
+15% +$13.9K ﹤0.01% 1204
2024
Q3 		$74.5K Hold
1,068
– – ﹤0.01% 1218
2024
Q2 		$62.4K Hold
1,068
– – ﹤0.01% 1277
2024
Q1 		$60K Buy
+1,068
New +$50.5K ﹤0.01% 1235

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return