Allworth Financial’s Surmodics SRDX Stock Holding History

Allworth Financial’s Portfolio SRDX Stock Details SRDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$210	–	5274
2025 Q3	$210	Buy	+7	New	+$234	﹤0.01%	4595
2022 Q3	–	Sell	-500	Closed	-$19K	–	3086
2022 Q2	$19K	Buy	+500	New	+$19.4K	﹤0.01%	1267

Other funds holding SRDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's SRDX Position: Q4 2025 in Review

Allworth Financial sold out of Surmodics (SRDX) in Q4 2025, closing a stake of 7 shares — an estimated $210 sold.

Allworth Financial first reported a position in SRDX in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 1 fund tracked by Wall St. Rank holds SRDX as of Q4 2025.

Allworth Financial reported no remaining Surmodics position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 7 Surmodics shares in Q4 2025, an estimated $210.
Allworth Financial first reported a position in Surmodics in Q2 2022 and held it in 2 quarters.
Allworth Financial's Surmodics position peaked at $19K in Q2 2022.
1 fund tracked by Wall St. Rank held Surmodics as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.