Allworth Financial’s Bristow Group VTOL Stock Holding History

Allworth Financial’s Portfolio VTOL Stock Details VTOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2K	Buy	452 +35	+8%	+$1.54K	﹤0.01%	2952
2025 Q4	$15.3K	Buy	417 +25	+6%	+$941	﹤0.01%	2982
2025 Q3	$14.1K	Buy	392 +229	+140%	+$8.4K	﹤0.01%	2917
2025 Q2	$5.38K	Buy	163 +16	+11%	+$482	﹤0.01%	3224
2025 Q1	$4.31K	Buy	147 +125	+568%	+$4.29K	﹤0.01%	2850
2024 Q4	$776	Hold	22	–	–	﹤0.01%	3483
2024 Q3	$764	Hold	22	–	–	﹤0.01%	3316
2024 Q2	$788	Hold	22	–	–	﹤0.01%	3248
2024 Q1	$599	Hold	22	–	–	﹤0.01%	3235
2023 Q4	$622	Hold	22	–	–	﹤0.01%	3080
2023 Q3	$620	Hold	22	–	–	﹤0.01%	2996
2023 Q2	$633	Buy	+22	New	+$525	﹤0.01%	2845
2023 Q1	–	Sell	-35	Closed	-$950	–	3299
2022 Q4	$950	Buy	+35	New	+$914	﹤0.01%	2494

Other funds holding VTOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return

South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Empyrean Capital Partners Los Angeles, California $3B AUM 34.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Taconic Capital Advisors New York $140M AUM 110.07% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return