AF
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Allworth Financial’s Treace Medical Concepts TMCI Stock Holding History

Allworth Financial’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1K Buy
2,781
+1,774
+176% +$4.88K ﹤0.01% 3648
2026
Q1 		$1.35K Buy
1,007
+930
+1,208% +$1.85K ﹤0.01% 4476
2025
Q4 		$189 Sell
77
-96
-55% -$417 ﹤0.01% 4704
2025
Q3 		$1.16K Buy
173
+135
+355% +$881 ﹤0.01% 4205
2025
Q2 		$224 Buy
38
+26
+217% +$169 ﹤0.01% 4300
2025
Q1 		$80 Sell
12
-21
-64% -$189 ﹤0.01% 3960
2024
Q4 		$312 Sell
33
-158
-83% -$1.06K ﹤0.01% 3710
2024
Q3 		$1.11K Buy
191
+33
+21% +$212 ﹤0.01% 3184
2024
Q2 		$1.25K Buy
+158
New +$1.28K ﹤0.01% 3094
2023
Q1 		– Sell
-31
Closed -$713 – 3290
2022
Q4 		$713 Buy
+31
New +$714 ﹤0.01% 2555

Other funds holding TMCI

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Allworth Financial's TMCI Position: Q2 2026 in Review

Allworth Financial increased its Treace Medical Concepts (TMCI) stake by 176% in Q2 2026, buying an estimated $4.88K and bringing the position to 2,781 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3648.

Allworth Financial first reported a position in TMCI in Q4 2022 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold TMCI as of Q2 2026.

  • Allworth Financial held 2,781 shares of Treace Medical Concepts worth $11.1K as of Q2 2026.
  • Allworth Financial bought 1,774 Treace Medical Concepts shares in Q2 2026, an estimated $4.88K.
  • Treace Medical Concepts made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3648 holding.
  • Allworth Financial first reported a position in Treace Medical Concepts in Q4 2022 and has held it in 10 quarters since.
  • 116 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2026.

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