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 Q2	$94	Sell	12 -40	-77%	-$371	﹤0.01%	5029
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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's STEM Position: Q2 2026 in Review

Allworth Financial reduced its Stem (STEM) stake by 77% in Q2 2026, selling an estimated $371 and leaving 12 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #5029.

Allworth Financial first reported a position in STEM in Q1 2022 and has held it in 18 quarters since. The position peaked at $17K in Q4 2023. 72 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

Allworth Financial held 12 shares of Stem worth $94 as of Q2 2026.
Allworth Financial sold 40 Stem shares in Q2 2026, an estimated $371.
Stem made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5029 holding.
Allworth Financial first reported a position in Stem in Q1 2022 and has held it in 18 quarters since.
Allworth Financial's Stem position peaked at $17K in Q4 2023.
72 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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