Allworth Financial’s Workhorse Group WKHS Stock Holding History

Allworth Financial’s Portfolio WKHS Stock Details WKHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16	Buy	5 +1	+25%	+$3	﹤0.01%	5114
2026 Q1	$13	Hold	4	–	–	﹤0.01%	5149
2025 Q4	$21	Buy	4 +3	+300%	+$30	﹤0.01%	4920
2025 Q3	$14	Hold	1	–	–	﹤0.01%	4851
2025 Q2	$15	Hold	1	–	–	﹤0.01%	4534
2025 Q1	$14	Hold	1	–	–	﹤0.01%	4017
2024 Q4	$68	Hold	1	–	–	﹤0.01%	3858
2024 Q3	$91	Hold	1	–	–	﹤0.01%	3663
2024 Q2	$299	Hold	1	–	–	﹤0.01%	3494
2024 Q1	$757	Hold	1	–	–	﹤0.01%	3162
2023 Q4	$541	Hold	1	–	–	﹤0.01%	3111
2023 Q3	$622	Hold	1	–	–	﹤0.01%	2995
2023 Q2	$1.31K	Hold	1	–	–	﹤0.01%	2646
2023 Q1	$2K	Hold	1	–	–	﹤0.01%	2411
2022 Q4	$2.28K	Hold	1	–	–	﹤0.01%	2194
2022 Q3	$5K	Buy	+1	New	+$9.72K	﹤0.01%	1906
2022 Q2	–	Hold	0	–	–	–	2044
2022 Q1	–	Hold	0	–	–	–	1750
2021 Q4	–	Hold	0	–	–	–	1681
2021 Q3	–	Hold	0	–	–	–	1499
2021 Q2	–	Hold	0	–	–	–	911
2021 Q1	–	Hold	0	–	–	–	1160
2020 Q4	–	Hold	0	–	–	–	1004

Other funds holding WKHS

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Allworth Financial's WKHS Position: Q2 2026 in Review

Allworth Financial increased its Workhorse Group (WKHS) stake by 25% in Q2 2026, buying an estimated $3 and bringing the position to 5 shares worth $16. The position accounts for ﹤0.01% of the portfolio, ranked #5114.

Allworth Financial first reported a position in WKHS in Q3 2022 and has held it in 16 quarters since. The position peaked at $5K in Q3 2022. 65 funds tracked by Wall St. Rank hold WKHS as of Q2 2026.

Allworth Financial held 5 shares of Workhorse Group worth $16 as of Q2 2026.
Allworth Financial bought 1 Workhorse Group share in Q2 2026, an estimated $3.
Workhorse Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5114 holding.
Allworth Financial first reported a position in Workhorse Group in Q3 2022 and has held it in 16 quarters since.
Allworth Financial's Workhorse Group position peaked at $5K in Q3 2022.
65 funds tracked by Wall St. Rank held Workhorse Group as of Q2 2026.

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