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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
Q2 		$9.25K Buy
505
+310
+159% +$4.76K ﹤0.01% 3771
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 $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial's SLP Position: Q2 2026 in Review

Allworth Financial increased its Simulations Plus (SLP) stake by 159% in Q2 2026, buying an estimated $4.76K and bringing the position to 505 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3771.

Allworth Financial first reported a position in SLP in Q2 2025 and has held it in 5 quarters since. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • Allworth Financial held 505 shares of Simulations Plus worth $9.25K as of Q2 2026.
  • Allworth Financial bought 310 Simulations Plus shares in Q2 2026, an estimated $4.76K.
  • Simulations Plus made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3771 holding.
  • Allworth Financial first reported a position in Simulations Plus in Q2 2025 and has held it in 5 quarters since.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

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