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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
Q2 		$3.82K Buy
253
+156
+161% +$2.46K ﹤0.01% 4261
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 $6.73T AUM 46.02% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Allworth Financial's SHEN Position: Q2 2026 in Review

Allworth Financial increased its Shenandoah Telecom (SHEN) stake by 161% in Q2 2026, buying an estimated $2.46K and bringing the position to 253 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

Allworth Financial first reported a position in SHEN in Q3 2021 and has held it in 13 quarters since. The position peaked at $18.8K in Q2 2025. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • Allworth Financial held 253 shares of Shenandoah Telecom worth $3.82K as of Q2 2026.
  • Allworth Financial bought 156 Shenandoah Telecom shares in Q2 2026, an estimated $2.46K.
  • Shenandoah Telecom made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4261 holding.
  • Allworth Financial first reported a position in Shenandoah Telecom in Q3 2021 and has held it in 13 quarters since.
  • Allworth Financial's Shenandoah Telecom position peaked at $18.8K in Q2 2025.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

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