AF
STRL icon

Allworth Financial’s Sterling Infrastructure STRL Stock Holding History

Allworth Financial’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79M Buy
6,855
+265
+4% +$104K 0.01% 462
2025
Q4 		$2.02M Sell
6,590
-1,041
-14% -$359K 0.01% 514
2025
Q3 		$2.59M Buy
7,631
+7,089
+1,308% +$2.01M 0.01% 458
2025
Q2 		$125K Buy
542
+495
+1,053% +$86.4K ﹤0.01% 1417
2025
Q1 		$6.86K Buy
47
+36
+327% +$5.07K ﹤0.01% 2601
2024
Q4 		$2.21K Buy
11
+4
+57% +$691 ﹤0.01% 3120
2024
Q3 		$1.02K Hold
7
– – ﹤0.01% 3214
2024
Q2 		$813 Sell
7
-1
-13% -$114 ﹤0.01% 3240
2024
Q1 		$883 Sell
8
-32
-80% -$2.9K ﹤0.01% 3122
2023
Q4 		$3.52K Buy
+40
New +$2.89K ﹤0.01% 2420

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return