AF
XPER icon

Allworth Financial’s Xperi XPER Stock Holding History

Allworth Financial’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9K Buy
1,329
+289
+28% +$2.09K ﹤0.01% 3660
2026
Q1 		$5.82K Buy
1,040
+482
+86% +$2.79K ﹤0.01% 3864
2025
Q4 		$3.27K Sell
558
-508
-48% -$3.19K ﹤0.01% 3933
2025
Q3 		$6.91K Buy
1,066
+566
+113% +$3.73K ﹤0.01% 3355
2025
Q2 		$3.96K Sell
500
-51
-9% -$384 ﹤0.01% 3390
2025
Q1 		$4.02K Buy
551
+51
+10% +$446 ﹤0.01% 2880
2024
Q4 		$4.51K Sell
500
-79
-14% -$738 ﹤0.01% 2813
2024
Q3 		$5.35K Hold
579
– – ﹤0.01% 2539
2024
Q2 		$4.44K Buy
579
+481
+491% +$4.55K ﹤0.01% 2577
2024
Q1 		$1.18K Hold
98
– – ﹤0.01% 3027
2023
Q4 		$1.08K Hold
98
– – ﹤0.01% 2923
2023
Q3 		$967 Buy
98
+79
+416% +$934 ﹤0.01% 2862
2023
Q2 		$250 Hold
19
– – ﹤0.01% 3051
2023
Q1 		$208 Hold
19
– – ﹤0.01% 3003
2022
Q4 		$164 Sell
19
-51
-73% -$584 ﹤0.01% 2831
2022
Q3 		$1K Buy
+70
New +$1.72K ﹤0.01% 2550

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Allworth Financial's XPER Position: Q2 2026 in Review

Allworth Financial increased its Xperi (XPER) stake by 28% in Q2 2026, buying an estimated $2.09K and bringing the position to 1,329 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

Allworth Financial first reported a position in XPER in Q3 2022 and has held it in 16 quarters since. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Allworth Financial held 1,329 shares of Xperi worth $10.9K as of Q2 2026.
  • Allworth Financial bought 289 Xperi shares in Q2 2026, an estimated $2.09K.
  • Xperi made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3660 holding.
  • Allworth Financial first reported a position in Xperi in Q3 2022 and has held it in 16 quarters since.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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