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Allworth Financial’s Scansource SCSC Stock Holding History

Allworth Financial’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.67K Buy
46
+33
+254% +$1.26K ﹤0.01% 4412
2025
Q4 		$508 Buy
+13
New +$537 ﹤0.01% 4522
2025
Q1 		– Sell
-4
Closed -$206 – 4163
2024
Q4 		$206 Hold
4
– – ﹤0.01% 3782
2024
Q3 		$193 Hold
4
– – ﹤0.01% 3602
2024
Q2 		$186 Hold
4
– – ﹤0.01% 3559
2024
Q1 		$177 Buy
+4
New +$163 ﹤0.01% 3459
2023
Q4 		– Sell
-39
Closed -$1.18K – 3601
2023
Q3 		$1.18K Buy
+39
New +$1.17K ﹤0.01% 2782

Other funds holding SCSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's SCSC Position: Q1 2026 in Review

Allworth Financial increased its Scansource (SCSC) stake by 254% in Q1 2026, buying an estimated $1.26K and bringing the position to 46 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4412.

Allworth Financial first reported a position in SCSC in Q3 2023 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold SCSC as of Q1 2026.

  • Allworth Financial held 46 shares of Scansource worth $1.67K as of Q1 2026.
  • Allworth Financial bought 33 Scansource shares in Q1 2026, an estimated $1.26K.
  • Scansource made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4412 holding.
  • Allworth Financial first reported a position in Scansource in Q3 2023 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held Scansource as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.