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Allworth Financial’s Simulations Plus SLP Stock Holding History

Allworth Financial’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.31K Buy
195
+38
+24% +$560 ﹤0.01% 4304
2025
Q4 		$2.86K Buy
157
+109
+227% +$1.91K ﹤0.01% 3980
2025
Q3 		$724 Buy
48
+45
+1,500% +$654 ﹤0.01% 4346
2025
Q2 		$53 Buy
+3
New +$84 ﹤0.01% 4447

Other funds holding SLP

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Allworth Financial's SLP Position: Q1 2026 in Review

Allworth Financial increased its Simulations Plus (SLP) stake by 24% in Q1 2026, buying an estimated $560 and bringing the position to 195 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #4304.

Allworth Financial first reported a position in SLP in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.86K in Q4 2025. 160 funds tracked by Wall St. Rank hold SLP as of Q1 2026.

  • Allworth Financial held 195 shares of Simulations Plus worth $2.31K as of Q1 2026.
  • Allworth Financial bought 38 Simulations Plus shares in Q1 2026, an estimated $560.
  • Simulations Plus made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4304 holding.
  • Allworth Financial first reported a position in Simulations Plus in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Simulations Plus position peaked at $2.86K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Simulations Plus as of Q1 2026.

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