AF
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Allworth Financial’s ZipRecruiter ZIP Stock Holding History

Allworth Financial’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.44K Buy
3,499
+2,661
+318% +$6.53K ﹤0.01% 3804
2025
Q4 		$3.27K Buy
838
+412
+97% +$1.85K ﹤0.01% 3935
2025
Q3 		$1.8K Buy
426
+14
+3% +$65 ﹤0.01% 4057
2025
Q2 		$2.06K Sell
412
-77
-16% -$421 ﹤0.01% 3684
2025
Q1 		$2.6K Buy
+489
New +$3.26K ﹤0.01% 3100
2024
Q2 		– Sell
-115
Closed -$1.32K – 3798
2024
Q1 		$1.32K Hold
115
– – ﹤0.01% 2984
2023
Q4 		$1.6K Buy
115
+101
+721% +$1.25K ﹤0.01% 2767
2023
Q3 		$168 Hold
14
– – ﹤0.01% 3250
2023
Q2 		$249 Hold
14
– – ﹤0.01% 3052
2023
Q1 		$224 Sell
14
-94
-87% -$1.7K ﹤0.01% 2989
2022
Q4 		$1.77K Buy
+108
New +$1.79K ﹤0.01% 2281

Other funds holding ZIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return