AF
YRD

Allworth Financial’s Yiren Digital YRD Stock Holding History

Allworth Financial’s Portfolio YRD Stock Details YRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-808
Closed -$2.99K – 5326
2025
Q4 		$2.99K Buy
808
+215
+36% +$1.1K ﹤0.01% 3964
2025
Q3 		$3.52K Buy
+593
New +$3.54K ﹤0.01% 3734

Other funds holding YRD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial's YRD Position: Q1 2026 in Review

Allworth Financial sold out of Yiren Digital (YRD) in Q1 2026, closing a stake of 808 shares — an estimated $2.99K sold.

Allworth Financial first reported a position in YRD in Q3 2025 and held it in 2 quarters. The position peaked at $3.52K in Q3 2025. 22 funds tracked by Wall St. Rank hold YRD as of Q1 2026.

  • Allworth Financial reported no remaining Yiren Digital position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 808 Yiren Digital shares in Q1 2026, an estimated $2.99K.
  • Allworth Financial first reported a position in Yiren Digital in Q3 2025 and held it in 2 quarters.
  • Allworth Financial's Yiren Digital position peaked at $3.52K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Yiren Digital as of Q1 2026.

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