AF
WK icon

Allworth Financial’s Workiva WK Stock Holding History

Allworth Financial’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.1K Sell
655
-326
-33% -$22.7K ﹤0.01% 2509
2025
Q4 		$84.6K Buy
981
+569
+138% +$50.4K ﹤0.01% 1854
2025
Q3 		$35.5K Buy
412
+186
+82% +$14K ﹤0.01% 2344
2025
Q2 		$15.5K Buy
226
+108
+92% +$7.43K ﹤0.01% 2675
2025
Q1 		$8.57K Buy
118
+17
+17% +$1.61K ﹤0.01% 2490
2024
Q4 		$9.99K Buy
101
+4
+4% +$369 ﹤0.01% 2435
2024
Q3 		$7.67K Hold
97
– – ﹤0.01% 2385
2024
Q2 		$6.99K Sell
97
-11
-10% -$866 ﹤0.01% 2366
2024
Q1 		$9.16K Sell
108
-8
-7% -$721 ﹤0.01% 2152
2023
Q4 		$11.8K Buy
116
+6
+5% +$579 ﹤0.01% 1916
2023
Q3 		$11.1K Buy
110
+90
+450% +$9.35K ﹤0.01% 1801
2023
Q2 		$2.03K Hold
20
– – ﹤0.01% 2478
2023
Q1 		$2.05K Hold
20
– – ﹤0.01% 2401
2022
Q4 		$1.68K Buy
20
+2
+11% +$155 ﹤0.01% 2304
2022
Q3 		$1K Buy
18
+16
+800% +$1.09K ﹤0.01% 2544
2022
Q2 		$0 Buy
+2
New +$166 ﹤0.01% 2861

Other funds holding WK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return