AF
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Allworth Financial’s SLB Ltd SLB Stock Holding History

Allworth Financial’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32M Sell
28,457
-5,297
-16% -$284K 0.01% 639
2026
Q1 		$1.73M Sell
33,754
-15,926
-32% -$773K 0.01% 567
2025
Q4 		$1.91M Sell
49,680
-821
-2% -$29.8K 0.01% 534
2025
Q3 		$1.74M Buy
50,501
+26,222
+108% +$912K 0.01% 537
2025
Q2 		$821K Buy
24,279
+1,721
+8% +$59.7K ﹤0.01% 698
2025
Q1 		$788K Buy
22,558
+14,842
+192% +$608K ﹤0.01% 585
2024
Q4 		$321K Buy
7,716
+2,615
+51% +$110K ﹤0.01% 809
2024
Q3 		$214K Sell
5,101
-408
-7% -$18.2K ﹤0.01% 803
2024
Q2 		$274K Sell
5,509
-756
-12% -$36.5K ﹤0.01% 720
2024
Q1 		$343K Sell
6,265
-359
-5% -$18.1K ﹤0.01% 640
2023
Q4 		$345K Buy
6,624
+1,067
+19% +$58K ﹤0.01% 612
2023
Q3 		$324K Buy
5,557
+206
+4% +$11.9K ﹤0.01% 588
2023
Q2 		$263K Sell
5,351
-6,853
-56% -$327K ﹤0.01% 632
2023
Q1 		$599K Buy
12,204
+1,564
+15% +$83K 0.01% 430
2022
Q4 		$569K Buy
10,640
+6,016
+130% +$300K 0.01% 429
2022
Q3 		$166K Buy
4,624
+1,839
+66% +$66.7K ﹤0.01% 636
2022
Q2 		$100K Buy
2,785
+140
+5% +$5.84K ﹤0.01% 713
2022
Q1 		$109K Buy
2,645
+991
+60% +$38.8K ﹤0.01% 705
2021
Q4 		$50K Buy
1,654
+105
+7% +$3.31K ﹤0.01% 844
2021
Q3 		$46K Sell
1,549
-198
-11% -$5.67K ﹤0.01% 803
2021
Q2 		$56K Sell
1,747
-1,123
-39% -$34.5K ﹤0.01% 591
2021
Q1 		$78K Buy
2,870
+868
+43% +$22.8K ﹤0.01% 489
2020
Q4 		$44K Sell
2,002
-79
-4% -$1.49K ﹤0.01% 505
2020
Q3 		$32K Buy
2,081
+6
+0.3% +$112 ﹤0.01% 495
2020
Q2 		$38K Buy
2,075
+770
+59% +$13.5K ﹤0.01% 467
2020
Q1 		$17K Buy
1,305
+266
+26% +$7.7K ﹤0.01% 591
2019
Q4 		$42K Buy
1,039
+63
+6% +$2.25K ﹤0.01% 394
2019
Q3 		$33K Buy
976
+305
+45% +$11.1K ﹤0.01% 385
2019
Q2 		$27K Buy
671
+4
+0.6% +$161 ﹤0.01% 414
2019
Q1 		$29K Sell
667
-420
-39% -$18.2K ﹤0.01% 398
2018
Q4 		$39K Buy
1,087
+20
+2% +$987 ﹤0.01% 318
2018
Q3 		$65K Hold
1,067
– – ﹤0.01% 257
2018
Q2 		$72K Hold
1,067
– – ﹤0.01% 234
2018
Q1 		$69K Hold
1,067
– – 0.01% 209
2017
Q4 		$72K Hold
1,067
– – 0.01% 201
2017
Q3 		$74K Hold
1,067
– – 0.01% 195
2017
Q2 		$70K Sell
1,067
-18
-2% -$1.29K 0.01% 211
2017
Q1 		$85K Buy
1,085
+18
+2% +$1.47K 0.01% 178
2016
Q4 		$90K Sell
1,067
-279
-21% -$22.9K 0.01% 161
2016
Q3 		$106K Buy
1,346
+129
+11% +$10.2K 0.01% 143
2016
Q2 		$96K Buy
1,217
+150
+14% +$11.5K 0.01% 150
2016
Q1 		$79K Hold
1,067
– – 0.01% 171
2015
Q4 		$74K Sell
1,067
-200
-16% -$15K 0.01% 174
2015
Q3 		$87K Hold
1,267
– – 0.03% 149
2015
Q2 		$109K Hold
1,267
– – 0.04% 130
2015
Q1 		$106K Buy
+1,267
New +$105K 0.04% 136

Other funds holding SLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial's SLB Position: Q2 2026 in Review

Allworth Financial reduced its SLB Ltd (SLB) stake by 16% in Q2 2026, selling an estimated $284K and leaving 28,457 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #639.

Allworth Financial first reported a position in SLB in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.91M in Q4 2025. 1,687 funds tracked by Wall St. Rank hold SLB as of Q2 2026.

  • Allworth Financial held 28,457 shares of SLB Ltd worth $1.32M as of Q2 2026.
  • Allworth Financial sold 5,297 SLB Ltd shares in Q2 2026, an estimated $284K.
  • SLB Ltd made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #639 holding.
  • Allworth Financial first reported a position in SLB Ltd in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's SLB Ltd position peaked at $1.91M in Q4 2025.
  • 1,687 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2026.

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