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Allworth Financial’s Shenandoah Telecom SHEN Stock Holding History

Allworth Financial’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5K Buy
97
+55
+131% +$719 ﹤0.01% 4447
2025
Q4 		$486 Sell
42
-27
-39% -$319 ﹤0.01% 4529
2025
Q3 		$926 Sell
69
-1,307
-95% -$18K ﹤0.01% 4277
2025
Q2 		$18.8K Buy
1,376
+1,319
+2,314% +$16.7K ﹤0.01% 2558
2025
Q1 		$739 Buy
57
+14
+33% +$165 ﹤0.01% 3567
2024
Q4 		$483 Sell
43
-139
-76% -$1.87K ﹤0.01% 3612
2024
Q3 		$2.57K Sell
182
-19
-9% -$314 ﹤0.01% 2854
2024
Q2 		$3.87K Buy
201
+113
+128% +$1.82K ﹤0.01% 2633
2024
Q1 		$1.53K Buy
+88
New +$1.71K ﹤0.01% 2921
2023
Q3 		– Sell
-16
Closed -$311 – 3542
2023
Q2 		$311 Buy
+16
New +$314 ﹤0.01% 3008
2022
Q1 		– Sell
-324
Closed -$8K – 2355
2021
Q4 		$8K Sell
324
-60
-16% -$1.69K ﹤0.01% 1477
2021
Q3 		$12K Buy
+384
New +$14.6K ﹤0.01% 1235

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial's SHEN Position: Q1 2026 in Review

Allworth Financial increased its Shenandoah Telecom (SHEN) stake by 131% in Q1 2026, buying an estimated $719 and bringing the position to 97 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4447.

Allworth Financial first reported a position in SHEN in Q3 2021 and has held it in 12 quarters since. The position peaked at $18.8K in Q2 2025. 169 funds tracked by Wall St. Rank hold SHEN as of Q1 2026.

  • Allworth Financial held 97 shares of Shenandoah Telecom worth $1.5K as of Q1 2026.
  • Allworth Financial bought 55 Shenandoah Telecom shares in Q1 2026, an estimated $719.
  • Shenandoah Telecom made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4447 holding.
  • Allworth Financial first reported a position in Shenandoah Telecom in Q3 2021 and has held it in 12 quarters since.
  • Allworth Financial's Shenandoah Telecom position peaked at $18.8K in Q2 2025.
  • 169 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2026.

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