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Allworth Financial’s Research Solutions RSSS Stock Holding History

Allworth Financial’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$242 Hold
104
– – ﹤0.01% 4934
2026
Q1 		$236 Hold
104
– – ﹤0.01% 4896
2025
Q4 		$306 Hold
104
– – ﹤0.01% 4635
2025
Q3 		$388 Buy
+104
New +$319 ﹤0.01% 4498

Other funds holding RSSS

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Allworth Financial's RSSS Position: Q2 2026 in Review

Allworth Financial held its Research Solutions (RSSS) position steady in Q2 2026 at 104 shares worth $242. The position accounts for ﹤0.01% of the portfolio, ranked #4934.

Allworth Financial first reported a position in RSSS in Q3 2025 and has held it in 4 quarters since. The position peaked at $388 in Q3 2025. 36 funds tracked by Wall St. Rank hold RSSS as of Q2 2026.

  • Allworth Financial held 104 shares of Research Solutions worth $242 as of Q2 2026.
  • Allworth Financial left its Research Solutions share count unchanged in Q2 2026.
  • Research Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4934 holding.
  • Allworth Financial first reported a position in Research Solutions in Q3 2025 and has held it in 4 quarters since.
  • Allworth Financial's Research Solutions position peaked at $388 in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Research Solutions as of Q2 2026.

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