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Allworth Financial’s X4 Pharmaceuticals XFOR Stock Holding History

Allworth Financial’s Portfolio XFOR Stock Details XFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-310
Closed -$1.28K – 5426
2026
Q1 		$1.28K Sell
310
-405
-57% -$1.52K ﹤0.01% 4501
2025
Q4 		$2.86K Buy
+715
New +$2.6K ﹤0.01% 3981

Other funds holding XFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
EAM
Empery Asset Management New York $86.5M AUM
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Kalehua Capital Management Dallas, Texas $174M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allworth Financial's XFOR Position: Q2 2026 in Review

Allworth Financial sold out of X4 Pharmaceuticals (XFOR) in Q2 2026, closing a stake of 310 shares — an estimated $1.28K sold.

Allworth Financial first reported a position in XFOR in Q4 2025 and held it in 2 quarters. The position peaked at $2.86K in Q4 2025. 89 funds tracked by Wall St. Rank hold XFOR as of Q2 2026.

  • Allworth Financial reported no remaining X4 Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 310 X4 Pharmaceuticals shares in Q2 2026, an estimated $1.28K.
  • Allworth Financial first reported a position in X4 Pharmaceuticals in Q4 2025 and held it in 2 quarters.
  • Allworth Financial's X4 Pharmaceuticals position peaked at $2.86K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q2 2026.

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