Allworth Financial’s Starwood Property Trust STWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $132K | Sell |
8,050
-2,711
| -25% | -$47.2K | ﹤0.01% | 1770 |
|
|
2026
Q1 | $185K | Buy |
10,761
+2,445
| +29% | +$43.9K | ﹤0.01% | 1453 |
|
|
2025
Q4 | $150K | Sell |
8,316
-3,160
| -28% | -$58.1K | ﹤0.01% | 1499 |
|
|
2025
Q3 | $222K | Buy |
11,476
+3,465
| +43% | +$69.8K | ﹤0.01% | 1252 |
|
|
2025
Q2 | $161K | Buy |
8,011
+3,324
| +71% | +$64.6K | ﹤0.01% | 1276 |
|
|
2025
Q1 | $88.4K | Sell |
4,687
-2,648
| -36% | -$52K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $139K | Buy |
7,335
+1,370
| +23% | +$27.1K | ﹤0.01% | 1107 |
|
|
2024
Q3 | $122K | Buy |
5,965
+1,838
| +45% | +$36.7K | ﹤0.01% | 997 |
|
|
2024
Q2 | $83.7K | Buy |
4,127
+1,594
| +63% | +$31.1K | ﹤0.01% | 1140 |
|
|
2024
Q1 | $51.5K | Sell |
2,533
-201
| -7% | -$4.07K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $57.5K | Buy |
2,734
+943
| +53% | +$18.5K | ﹤0.01% | 1148 |
|
|
2023
Q3 | $34.7K | Buy |
1,791
+42
| +2% | +$852 | ﹤0.01% | 1257 |
|
|
2023
Q2 | $33.9K | Sell |
1,749
-1
| -0.1% | -$18 | ﹤0.01% | 1267 |
|
|
2023
Q1 | $31K | Buy |
1,750
+162
| +10% | +$3.13K | ﹤0.01% | 1258 |
|
|
2022
Q4 | $29.1K | Sell |
1,588
-424
| -21% | -$8.45K | ﹤0.01% | 1210 |
|
|
2022
Q3 | $37K | Buy |
2,012
+313
| +18% | +$7.09K | ﹤0.01% | 1072 |
|
|
2022
Q2 | $35K | Sell |
1,699
-691
| -29% | -$15.9K | ﹤0.01% | 1027 |
|
|
2022
Q1 | $58K | Buy |
2,390
+879
| +58% | +$21.2K | ﹤0.01% | 847 |
|
|
2021
Q4 | $37K | Sell |
1,511
-351
| -19% | -$8.85K | ﹤0.01% | 918 |
|
|
2021
Q3 | $45K | Buy |
1,862
+17
| +0.9% | +$435 | ﹤0.01% | 811 |
|
|
2021
Q2 | $48K | Buy |
1,845
+7
| +0.4% | +$178 | ﹤0.01% | 634 |
|
|
2021
Q1 | $45K | Buy |
1,838
+8
| +0.4% | +$173 | ﹤0.01% | 597 |
|
|
2020
Q4 | $35K | Buy |
1,830
+10
| +0.5% | +$170 | ﹤0.01% | 542 |
|
|
2020
Q3 | $27K | Buy |
1,820
+10
| +0.6% | +$153 | ﹤0.01% | 521 |
|
|
2020
Q2 | $27K | Buy |
1,810
+310
| +21% | +$4.17K | ﹤0.01% | 528 |
|
|
2020
Q1 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 617 |
|
|
2019
Q4 | $37K | Buy |
+1,500
| New | +$36.7K | ﹤0.01% | 418 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 613 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 590 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 600 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 592 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 579 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 580 |
|
Other funds holding STWD
ACM
Allworth Financial's STWD Position: Q2 2026 in Review
Allworth Financial reduced its Starwood Property Trust (STWD) stake by 25% in Q2 2026, selling an estimated $47.2K and leaving 8,050 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.
Allworth Financial first reported a position in STWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $222K in Q3 2025. 517 funds tracked by Wall St. Rank hold STWD as of Q2 2026.
- Allworth Financial held 8,050 shares of Starwood Property Trust worth $132K as of Q2 2026.
- Allworth Financial sold 2,711 Starwood Property Trust shares in Q2 2026, an estimated $47.2K.
- Starwood Property Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1770 holding.
- Allworth Financial first reported a position in Starwood Property Trust in Q4 2019 and has held it in 27 quarters since.
- Allworth Financial's Starwood Property Trust position peaked at $222K in Q3 2025.
- 517 funds tracked by Wall St. Rank held Starwood Property Trust as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.