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Allworth Financial’s Worthington Steel WS Stock Holding History

Allworth Financial’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4K Buy
340
+15
+5% +$575 ﹤0.01% 3624
2026
Q1 		$9.86K Buy
325
+43
+15% +$1.67K ﹤0.01% 3514
2025
Q4 		$9.76K Buy
282
+233
+476% +$7.66K ﹤0.01% 3286
2025
Q3 		$1.49K Buy
49
+8
+20% +$255 ﹤0.01% 4128
2025
Q2 		$1.22K Buy
41
+11
+37% +$283 ﹤0.01% 3898
2025
Q1 		$773 Hold
30
– – ﹤0.01% 3554
2024
Q4 		$918 Hold
30
– – ﹤0.01% 3426
2024
Q3 		$1.02K Hold
30
– – ﹤0.01% 3210
2024
Q2 		$1.09K Hold
30
– – ﹤0.01% 3133
2024
Q1 		$1.08K Hold
30
– – ﹤0.01% 3055
2023
Q4 		$843 Buy
+30
New +$822 ﹤0.01% 3003

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allworth Financial's WS Position: Q2 2026 in Review

Allworth Financial increased its Worthington Steel (WS) stake by 4.6% in Q2 2026, buying an estimated $575 and bringing the position to 340 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3624.

Allworth Financial first reported a position in WS in Q4 2023 and has held it in 11 quarters since. 238 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Allworth Financial held 340 shares of Worthington Steel worth $11.4K as of Q2 2026.
  • Allworth Financial bought 15 Worthington Steel shares in Q2 2026, an estimated $575.
  • Worthington Steel made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3624 holding.
  • Allworth Financial first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • 238 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

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