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
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 $5.62B AUM 36.06% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return