Allworth Financial’s Seven Hills Realty Trust SEVN Stock Holding History

Allworth Financial’s Portfolio SEVN Stock Details SEVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34	Closed	-$276	–	5371
2026 Q1	$276	Buy	+34	New	+$294	﹤0.01%	4867
2025 Q4	–	Sell	-1	Closed	-$11	–	5259
2025 Q3	$11	Sell	1 -2	-67%	-$22	﹤0.01%	4864
2025 Q2	$37	Buy	+3	New	+$35	﹤0.01%	4473
2020 Q3	–	Sell	-140	Closed	-$2K	–	1258
2020 Q2	$2K	Hold	140	–	–	﹤0.01%	1036
2020 Q1	$1K	Buy	+140	New	+$2.53K	﹤0.01%	1179

Other funds holding SEVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Allworth Financial's SEVN Position: Q2 2026 in Review

Allworth Financial sold out of Seven Hills Realty Trust (SEVN) in Q2 2026, closing a stake of 34 shares — an estimated $276 sold.

Allworth Financial first reported a position in SEVN in Q1 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 93 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

Allworth Financial reported no remaining Seven Hills Realty Trust position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 34 Seven Hills Realty Trust shares in Q2 2026, an estimated $276.
Allworth Financial first reported a position in Seven Hills Realty Trust in Q1 2020 and held it in 5 quarters.
Allworth Financial's Seven Hills Realty Trust position peaked at $2K in Q2 2020.
93 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

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