Allworth Financial’s Tvardi Therapeutics TVRD Stock Holding History

Allworth Financial’s Portfolio TVRD Stock Details TVRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$656	Buy	206 +65	+46%	+$255	﹤0.01%	4677
2025 Q4	$607	Buy	141 +122	+642%	+$1.09K	﹤0.01%	4486
2025 Q3	$741	Hold	19	–	–	﹤0.01%	4335
2025 Q2	$444	Buy	19 +13	+217%	+$307	﹤0.01%	4166
2025 Q1	$339	Sell	6 -14	-70%	-$211	﹤0.01%	3773
2024 Q4	$283	Hold	20	–	–	﹤0.01%	3724
2024 Q3	$222	Hold	20	–	–	﹤0.01%	3582
2024 Q2	$248	Hold	20	–	–	﹤0.01%	3521
2024 Q1	$655	Hold	20	–	–	﹤0.01%	3210
2023 Q4	$535	Hold	20	–	–	﹤0.01%	3114
2023 Q3	$1.21K	Hold	20	–	–	﹤0.01%	2767
2023 Q2	$2.04K	Hold	20	–	–	﹤0.01%	2476
2023 Q1	$3.53K	Sell	20 -1	-5%	-$335	﹤0.01%	2177
2022 Q4	$8.04K	Buy	21 +1	+5%	+$380	﹤0.01%	1751
2022 Q3	$7K	Hold	20	–	–	﹤0.01%	1799
2022 Q2	$7K	Hold	20	–	–	﹤0.01%	1683
2022 Q1	$9K	Sell	20 -1	-5%	-$410	﹤0.01%	1527
2021 Q4	$9K	Hold	21	–	–	﹤0.01%	1436
2021 Q3	$12K	Hold	21	–	–	﹤0.01%	1250
2021 Q2	$11K	Hold	21	–	–	﹤0.01%	1032
2021 Q1	$17K	Buy	21 +1	+5%	+$685	﹤0.01%	843
2020 Q4	$11K	Hold	20	–	–	﹤0.01%	827
2020 Q3	$9K	Hold	20	–	–	﹤0.01%	751
2020 Q2	$12K	Hold	20	–	–	﹤0.01%	691
2020 Q1	$9K	Hold	20	–	–	﹤0.01%	735
2019 Q4	$12K	Hold	20	–	–	﹤0.01%	618
2019 Q3	$13K	Hold	20	–	–	﹤0.01%	537
2019 Q2	$15K	Hold	20	–	–	﹤0.01%	517
2019 Q1	$14K	Buy	20 +4	+25%	+$2.39K	﹤0.01%	523
2018 Q4	$8K	Hold	16	–	–	﹤0.01%	566
2018 Q3	$14K	Hold	16	–	–	﹤0.01%	506
2018 Q2	$11K	Buy	+16	New	+$8.13K	﹤0.01%	519

Other funds holding TVRD

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $361M AUM 18% 1-Year Est. Return

Allworth Financial's TVRD Position: Q1 2026 in Review

Allworth Financial increased its Tvardi Therapeutics (TVRD) stake by 46% in Q1 2026, buying an estimated $255 and bringing the position to 206 shares worth $656. The position accounts for ﹤0.01% of the portfolio, ranked #4677.

Allworth Financial first reported a position in TVRD in Q2 2018 and has held it in 32 quarters since. The position peaked at $17K in Q1 2021. 67 funds tracked by Wall St. Rank hold TVRD as of Q1 2026.

Allworth Financial held 206 shares of Tvardi Therapeutics worth $656 as of Q1 2026.
Allworth Financial bought 65 Tvardi Therapeutics shares in Q1 2026, an estimated $255.
Tvardi Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4677 holding.
Allworth Financial first reported a position in Tvardi Therapeutics in Q2 2018 and has held it in 32 quarters since.
Allworth Financial's Tvardi Therapeutics position peaked at $17K in Q1 2021.
67 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q1 2026.

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