AF
ZENA

Allworth Financial’s ZenaTech Inc ZENA Stock Holding History

Allworth Financial’s Portfolio ZENA Stock Details ZENA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.58K Hold
2,000
– – ﹤0.01% 4018
2025
Q4 		$6.4K Sell
2,000
-520
-21% -$2.17K ﹤0.01% 3564
2025
Q3 		$12.1K Buy
+2,520
New +$12.5K ﹤0.01% 3020

Other funds holding ZENA

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $370M AUM 97.79% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Allworth Financial's ZENA Position: Q1 2026 in Review

Allworth Financial held its ZenaTech Inc (ZENA) position steady in Q1 2026 at 2,000 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4018.

Allworth Financial first reported a position in ZENA in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.1K in Q3 2025. 37 funds tracked by Wall St. Rank hold ZENA as of Q1 2026.

  • Allworth Financial held 2,000 shares of ZenaTech Inc worth $4.58K as of Q1 2026.
  • Allworth Financial left its ZenaTech Inc share count unchanged in Q1 2026.
  • ZenaTech Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4018 holding.
  • Allworth Financial first reported a position in ZenaTech Inc in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's ZenaTech Inc position peaked at $12.1K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held ZenaTech Inc as of Q1 2026.

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