AF
TERN

Allworth Financial’s Terns Pharmaceuticals TERN Stock Holding History

Allworth Financial’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.2K Buy
781
+461
+144% +$18.9K ﹤0.01% 2473
2025
Q4 		$12.9K Buy
320
+92
+40% +$2.13K ﹤0.01% 3086
2025
Q3 		$1.71K Sell
228
-260
-53% -$1.66K ﹤0.01% 4076
2025
Q2 		$1.82K Buy
488
+403
+474% +$1.26K ﹤0.01% 3746
2025
Q1 		$260 Buy
+85
New +$347 ﹤0.01% 3823
2024
Q3 		– Sell
-90
Closed -$764 – 3832
2024
Q2 		$764 Hold
90
– – ﹤0.01% 3259
2024
Q1 		$591 Buy
+90
New +$588 ﹤0.01% 3242

Other funds holding TERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Allworth Financial's TERN Position: Q1 2026 in Review

Allworth Financial increased its Terns Pharmaceuticals (TERN) stake by 144% in Q1 2026, buying an estimated $18.9K and bringing the position to 781 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Allworth Financial first reported a position in TERN in Q1 2024 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • Allworth Financial held 781 shares of Terns Pharmaceuticals worth $41.2K as of Q1 2026.
  • Allworth Financial bought 461 Terns Pharmaceuticals shares in Q1 2026, an estimated $18.9K.
  • Terns Pharmaceuticals made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2473 holding.
  • Allworth Financial first reported a position in Terns Pharmaceuticals in Q1 2024 and has held it in 7 quarters since.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.