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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's WKHS Position: Q1 2026 in Review

Allworth Financial held its Workhorse Group (WKHS) position steady in Q1 2026 at 4 shares worth $13. The position accounts for ﹤0.01% of the portfolio, ranked #5149.

Allworth Financial first reported a position in WKHS in Q3 2022 and has held it in 15 quarters since. The position peaked at $5K in Q3 2022. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

Allworth Financial held 4 shares of Workhorse Group worth $13 as of Q1 2026.
Allworth Financial left its Workhorse Group share count unchanged in Q1 2026.
Workhorse Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5149 holding.
Allworth Financial first reported a position in Workhorse Group in Q3 2022 and has held it in 15 quarters since.
Allworth Financial's Workhorse Group position peaked at $5K in Q3 2022.
67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

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