AF
SWVL icon

Allworth Financial’s Swvl Holdings SWVL Stock Holding History

Allworth Financial’s Portfolio SWVL Stock Details SWVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$5 – 5040
2025
Q2 		$5 Hold
1
– – ﹤0.01% 4573
2025
Q1 		$4 Hold
1
– – ﹤0.01% 4043
2024
Q4 		$5 Buy
+1
New +$5 ﹤0.01% 3925

Other funds holding SWVL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Allworth Financial's SWVL Position: Q3 2025 in Review

Allworth Financial sold out of Swvl Holdings (SWVL) in Q3 2025, closing a stake of 1 share — an estimated $5 sold.

Allworth Financial first reported a position in SWVL in Q4 2024 and held it in 3 quarters. The position peaked at $5 in Q2 2025. 5 funds tracked by Wall St. Rank hold SWVL as of Q3 2025.

  • Allworth Financial reported no remaining Swvl Holdings position as of Q3 2025 after selling out during the quarter.
  • Allworth Financial sold 1 Swvl Holdings share in Q3 2025, an estimated $5.
  • Allworth Financial first reported a position in Swvl Holdings in Q4 2024 and held it in 3 quarters.
  • Allworth Financial's Swvl Holdings position peaked at $5 in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Swvl Holdings as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.