AF
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Allworth Financial’s Sana Biotechnology SANA Stock Holding History

Allworth Financial’s Portfolio SANA Stock Details SANA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.52K Buy
1,222
+55
+5% +$217 ﹤0.01% 4144
2025
Q4 		$4.75K Buy
1,167
+156
+15% +$699 ﹤0.01% 3743
2025
Q3 		$3.59K Buy
1,011
+459
+83% +$1.66K ﹤0.01% 3723
2025
Q2 		$1.51K Buy
552
+342
+163% +$706 ﹤0.01% 3821
2025
Q1 		$372 Sell
210
-103
-33% -$288 ﹤0.01% 3753
2024
Q4 		$1.1K Buy
313
+272
+663% +$811 ﹤0.01% 3364
2024
Q3 		$171 Buy
+41
New +$215 ﹤0.01% 3627
2023
Q3 		– Sell
-33
Closed -$197 – 3539
2023
Q2 		$197 Buy
+33
New +$190 ﹤0.01% 3101
2023
Q1 		– Sell
-41
Closed -$162 – 3278
2022
Q4 		$162 Buy
+41
New +$200 ﹤0.01% 2836

Other funds holding SANA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return