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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
Q2 		$121K Sell
1,015
-173
-15% -$20.5K ﹤0.01% 1831
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's ROAD Position: Q2 2026 in Review

Allworth Financial reduced its Construction Partners (ROAD) stake by 15% in Q2 2026, selling an estimated $20.5K and leaving 1,015 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Allworth Financial first reported a position in ROAD in Q1 2024 and has held it in 10 quarters since. The position peaked at $161K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • Allworth Financial held 1,015 shares of Construction Partners worth $121K as of Q2 2026.
  • Allworth Financial sold 173 Construction Partners shares in Q2 2026, an estimated $20.5K.
  • Construction Partners made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1831 holding.
  • Allworth Financial first reported a position in Construction Partners in Q1 2024 and has held it in 10 quarters since.
  • Allworth Financial's Construction Partners position peaked at $161K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

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