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Allworth Financial’s Stem STEM Stock Holding History

Allworth Financial’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$460 Buy
52
+10
+24% +$134 ﹤0.01% 4749
2025
Q4 		$633 Sell
42
-10
-19% -$192 ﹤0.01% 4477
2025
Q3 		$912 Hold
52
– – ﹤0.01% 4280
2025
Q2 		$324 Buy
52
+1
+2% +$9 ﹤0.01% 4231
2025
Q1 		$413 Hold
51
– – ﹤0.01% 3729
2024
Q4 		$664 Sell
51
-116
-69% -$999 ﹤0.01% 3526
2024
Q3 		$1.16K Hold
167
– – ﹤0.01% 3171
2024
Q2 		$4.1K Sell
167
-47
-22% -$1.38K ﹤0.01% 2598
2024
Q1 		$9.38K Sell
214
-5
-2% -$278 ﹤0.01% 2137
2023
Q4 		$17K Buy
219
+161
+278% +$11.1K ﹤0.01% 1730
2023
Q3 		$4.92K Hold
58
– – ﹤0.01% 2109
2023
Q2 		$6.64K Buy
58
+2
+4% +$199 ﹤0.01% 1997
2023
Q1 		$6.32K Buy
56
+10
+22% +$1.7K ﹤0.01% 1945
2022
Q4 		$8.18K Buy
46
+5
+12% +$1.2K ﹤0.01% 1747
2022
Q3 		$11K Hold
41
– – ﹤0.01% 1634
2022
Q2 		$6K Sell
41
-1
-2% -$166 ﹤0.01% 1726
2022
Q1 		$9K Buy
+42
New +$9.78K ﹤0.01% 1523

Other funds holding STEM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Allworth Financial's STEM Position: Q1 2026 in Review

Allworth Financial increased its Stem (STEM) stake by 24% in Q1 2026, buying an estimated $134 and bringing the position to 52 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #4749.

Allworth Financial first reported a position in STEM in Q1 2022 and has held it in 17 quarters since. The position peaked at $17K in Q4 2023. 75 funds tracked by Wall St. Rank hold STEM as of Q1 2026.

  • Allworth Financial held 52 shares of Stem worth $460 as of Q1 2026.
  • Allworth Financial bought 10 Stem shares in Q1 2026, an estimated $134.
  • Stem made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4749 holding.
  • Allworth Financial first reported a position in Stem in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Stem position peaked at $17K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Stem as of Q1 2026.

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