Allworth Financial
WHG icon

Allworth Financial’s Westwood Holdings Group WHG Stock Holding History

Allworth Financial’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$365 Hold
19
– – ﹤0.01% 5000
2026
Q2 		$365 Buy
19
+16
+533% +$269 ﹤0.01% 4892
2026
Q1 		$50 Buy
+3
New +$51 ﹤0.01% 5067

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
SC
Settian Capital New York $158M AUM 12.64% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allworth Financial's WHG Position: Q3 2026 in Review

Allworth Financial held its Westwood Holdings Group (WHG) position steady in Q3 2026 at 19 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #5000.

Allworth Financial first reported a position in WHG in Q1 2026 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold WHG as of Q3 2026.

  • Allworth Financial held 19 shares of Westwood Holdings Group worth $365 as of Q3 2026.
  • Allworth Financial left its Westwood Holdings Group share count unchanged in Q3 2026.
  • Westwood Holdings Group made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #5000 holding.
  • Allworth Financial first reported a position in Westwood Holdings Group in Q1 2026 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.