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Allworth Financial’s Tidewater TDW Stock Holding History

Allworth Financial’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2K Sell
243
-49
-17% -$3.89K ﹤0.01% 3366
2026
Q1 		$24.4K Buy
292
+97
+50% +$6.75K ﹤0.01% 2847
2025
Q4 		$9.83K Sell
195
-2
-1% -$106 ﹤0.01% 3279
2025
Q3 		$10.5K Buy
197
+23
+13% +$1.26K ﹤0.01% 3109
2025
Q2 		$8.03K Buy
174
+2
+1% +$81 ﹤0.01% 2999
2025
Q1 		$6.2K Buy
172
+164
+2,050% +$8.15K ﹤0.01% 2648
2024
Q4 		$441 Buy
+8
New +$455 ﹤0.01% 3635
2023
Q4 		– Sell
-2
Closed -$143 – 3616
2023
Q3 		$143 Buy
+2
New +$126 ﹤0.01% 3274

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial's TDW Position: Q2 2026 in Review

Allworth Financial reduced its Tidewater (TDW) stake by 17% in Q2 2026, selling an estimated $3.89K and leaving 243 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3366.

Allworth Financial first reported a position in TDW in Q3 2023 and has held it in 8 quarters since. The position peaked at $24.4K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Allworth Financial held 243 shares of Tidewater worth $16.2K as of Q2 2026.
  • Allworth Financial sold 49 Tidewater shares in Q2 2026, an estimated $3.89K.
  • Tidewater made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3366 holding.
  • Allworth Financial first reported a position in Tidewater in Q3 2023 and has held it in 8 quarters since.
  • Allworth Financial's Tidewater position peaked at $24.4K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

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