Allworth Financial’s TC Energy TRP Stock Holding History

Allworth Financial’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152K	Sell	2,297 -1,025	-31%	-$67.8K	﹤0.01%	1685
2026 Q1	$208K	Buy	3,322 +101	+3%	+$6.09K	﹤0.01%	1386
2025 Q4	$177K	Buy	3,221 +1,070	+50%	+$57.1K	﹤0.01%	1402
2025 Q3	$117K	Buy	2,151 +303	+16%	+$15.2K	﹤0.01%	1594
2025 Q2	$90.2K	Buy	1,848 +445	+32%	+$21.8K	﹤0.01%	1602
2025 Q1	$69.4K	Sell	1,403 -538	-28%	-$25.1K	﹤0.01%	1396
2024 Q4	$91.5K	Buy	1,941 +814	+72%	+$38.5K	﹤0.01%	1304
2024 Q3	$53.6K	Buy	1,127 +189	+20%	+$8.21K	﹤0.01%	1384
2024 Q2	$38.5K	Sell	938 -74	-7%	-$2.81K	﹤0.01%	1495
2024 Q1	$40.7K	Buy	1,012 +406	+67%	+$16K	﹤0.01%	1386
2023 Q4	$23.7K	Sell	606 -103	-15%	-$3.75K	﹤0.01%	1550
2023 Q3	$24.4K	Buy	709 +102	+17%	+$3.75K	﹤0.01%	1404
2023 Q2	$24.5K	Buy	607 +234	+63%	+$9.55K	﹤0.01%	1416
2023 Q1	$14.5K	Buy	373 +108	+41%	+$4.4K	﹤0.01%	1634
2022 Q4	$10.6K	Sell	265 -116	-30%	-$5.03K	﹤0.01%	1669
2022 Q3	$15K	Buy	381 +15	+4%	+$744	﹤0.01%	1425
2022 Q2	$19K	Buy	366 +110	+43%	+$6.14K	﹤0.01%	1269
2022 Q1	$14K	Buy	256 +3	+1%	+$158	﹤0.01%	1383
2021 Q4	$12K	Buy	253 +3	+1%	+$148	﹤0.01%	1338
2021 Q3	$12K	Buy	250 +3	+1%	+$145	﹤0.01%	1240
2021 Q2	$12K	Sell	247 -130	-34%	-$6.5K	﹤0.01%	1002
2021 Q1	$17K	Buy	377 +29	+8%	+$1.29K	﹤0.01%	839
2020 Q4	$14K	Buy	348 +3	+0.9%	+$128	﹤0.01%	762
2020 Q3	$14K	Buy	345 +3	+0.9%	+$137	﹤0.01%	642
2020 Q2	$15K	Sell	342 -50	-13%	-$2.24K	﹤0.01%	644
2020 Q1	$17K	Buy	392 +55	+16%	+$2.79K	﹤0.01%	594
2019 Q4	$18K	Buy	337 +2	+0.6%	+$103	﹤0.01%	546
2019 Q3	$17K	Buy	335 +109	+48%	+$5.44K	﹤0.01%	486
2019 Q2	$11K	Buy	226 +2	+0.9%	+$96	﹤0.01%	570
2019 Q1	$10K	Buy	224 +3	+1%	+$129	﹤0.01%	580
2018 Q4	$8K	Buy	221 +2	+0.9%	+$79	﹤0.01%	561
2018 Q3	$9K	Buy	219 +2	+0.9%	+$87	﹤0.01%	579
2018 Q2	$9K	Buy	217 +3	+1%	+$127	﹤0.01%	549
2018 Q1	$9K	Buy	214 +2	+0.9%	+$90	﹤0.01%	511
2017 Q4	$10K	Buy	212 +1	+0.5%	+$49	﹤0.01%	475
2017 Q3	$10K	Buy	211 +2	+1%	+$100	﹤0.01%	472
2017 Q2	$10K	Buy	209 +1	+0.5%	+$47	﹤0.01%	480
2017 Q1	$10K	Buy	208 +2	+1%	+$93	﹤0.01%	450
2016 Q4	$9K	Buy	206 +1	+0.5%	+$45	﹤0.01%	410
2016 Q3	$10K	Buy	205 +2	+1%	+$93	﹤0.01%	416
2016 Q2	$9K	Buy	203 +1	+0.5%	+$41	﹤0.01%	402
2016 Q1	$8K	Buy	202 +2	+1%	+$70	﹤0.01%	403
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	417
2015 Q3	$6K	Hold	200	–	–	﹤0.01%	437
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	402
2015 Q1	$9K	Buy	+200	New	+$8.92K	﹤0.01%	403

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Allworth Financial's TRP Position: Q2 2026 in Review

Allworth Financial reduced its TC Energy (TRP) stake by 31% in Q2 2026, selling an estimated $67.8K and leaving 2,297 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Allworth Financial first reported a position in TRP in Q1 2015 and has held it in 46 quarters since. The position peaked at $208K in Q1 2026. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Allworth Financial held 2,297 shares of TC Energy worth $152K as of Q2 2026.
Allworth Financial sold 1,025 TC Energy shares in Q2 2026, an estimated $67.8K.
TC Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1685 holding.
Allworth Financial first reported a position in TC Energy in Q1 2015 and has held it in 46 quarters since.
Allworth Financial's TC Energy position peaked at $208K in Q1 2026.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

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