Allworth Financial LP Reduced Holdings in Q2 2025

Allworth Financial LP

  • $20.2 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPC
Edgewell Personal Care CO

Consumer Defensive
-136
- 96.45%
$22.79 - $31.7 $3.1K - $4.31K
5 $0
EBC
Eastern Bankshares, Inc.

Financial Services
-135
- 7.76%
$14.18 - $16.5 $1.91K - $2.23K
1.61K $24K
HCC
Warrior Met Coal, Inc.

Basic Materials
-11
- 0.56%
$40.66 - $50.18 $447 - $552
1.95K $89K
HCKT
Hackett Group, Inc.

Technology
-100
- 84.03%
$23.5 - $29.2 $2.35K - $2.92K
19 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
-127
- 5.25%
$34.72 - $36.92 $4.41K - $4.69K
2.29K $84K
UHT
Universal Health Realty Income Trust

Real Estate
-68
- 26.05%
$36.71 - $41.51 $2.5K - $2.82K
193 $7K
AMWD
American Woodmark Corp

Consumer Cyclical
-44
- 46.81%
$50.27 - $61.67 $2.21K - $2.71K
50 $2K
ACIW
Aci Worldwide, Inc.

Technology
-11
- 3.85%
$44.59 - $57.17 $490 - $629
275 $12K
JLL
Jones Lang Lasalle Inc

Real Estate
-16
- 7.77%
$204.57 - $256.96 $3.27K - $4.11K
190 $48K
FCN
Fti Consulting, Inc

Industrials
-15
- 22.06%
$152.87 - $168.51 $2.29K - $2.53K
53 $8K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-51
- 8.53%
$28.49 - $33.82 $1.45K - $1.72K
547 $16K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-23
- 67.65%
$97.78 - $126.44 $2.25K - $2.91K
11 $1K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-21
- 0.51%
$25.48 - $27.78 $535 - $583
4.11K $109K
LANC
Lancaster Colony Corp

Consumer Defensive
-15
- 3.7%
$159.67 - $192.9 $2.4K - $2.89K
390 $67K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-343
- 81.47%
$8.28 - $9.42 $2.84K - $3.23K
78 $0
EMBC
Embecta Corp.

Healthcare
-3
- 0.3%
$9.28 - $13.3 $27.8 - $39.9
984 $9K
RGR
Sturm Ruger & CO Inc

Industrials
-69
- 12.21%
N/A
496 $20K
WTTR
Select Energy Services, Inc.

Energy
-319
- 95.22%
$7.3 - $10.83 $2.33K - $3.45K
16 $0
XLB
Select Sector Spdr Fd Material

ETFs
-112
- 2.97%
$74.27 - $88.92 $8.32K - $9.96K
3.66K $321K
LUMN
Lumen Technologies, Inc.

Communication Services
-2.11K
- 17.24%
$3.07 - $4.51 $6.47K - $9.51K
10.1K $44K
OB
Outbrain Inc.

Communication Services
-779
- 89.23%
$2.37 - $3.9 $1.85K - $3.04K
94 $0
TFII
Tfi International Inc.

Industrials
-91
- 24.4%
$73.75 - $91.79 $6.71K - $8.35K
282 $25K
NEO
Neogenomics Inc

Healthcare
-233
- 46.6%
$6.4 - $10.27 $1.49K - $2.39K
267 $1K
UTZ
Utz Brands, Inc.

Consumer Defensive
-208
- 81.57%
$11.62 - $14.29 $2.42K - $2.97K
47 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-8
- 1.54%
$67.02 - $83.8 $536 - $670
510 $38K
ABEV
Ambev S.A.

Consumer Defensive
-2.41K
- 8.51%
$2.15 - $2.55 $5.17K - $6.13K
25.8K $62K
PSCJ
Pacer Fds Tr Swan Sos Cons Jul

ETFs
-186
- 15.94%
$24.17 - $28.39 $4.5K - $5.28K
981 $27K
CNOB
Connect One Bancorp, Inc.

Financial Services
-60
- 4.97%
$20.95 - $24.78 $1.26K - $1.49K
1.15K $26K
NSIT
Insight Enterprises Inc

Technology
-23
- 57.5%
$128.11 - $147.65 $2.95K - $3.4K
17 $2K
HI
Hillenbrand, Inc.

Industrials
-141
- 68.12%
$18.62 - $24.76 $2.63K - $3.49K
66 $1K
HFWA
Heritage Financial Corp

Financial Services
-71
- 5.39%
$20.97 - $24.5 $1.49K - $1.74K
1.25K $29K
OEC
Orion Engineered Carbons S.A.

Basic Materials
-248
- 94.3%
$10.03 - $12.65 $2.49K - $3.14K
15 $0
VECO
Veeco Instruments Inc

Technology
-131
- 28.23%
$17.35 - $21.81 $2.27K - $2.86K
333 $6K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-58
- 8.31%
$2.33 - $8.01 $135 - $465
640 $1K
LASR
Nlight, Inc.

Technology
-518
- 88.7%
$6.44 - $19.68 $3.34K - $10.2K
66 $1K
EVTC
Evertec, Inc.

Technology
-83
- 39.15%
$31.89 - $38.37 $2.65K - $3.18K
129 $4K
VNO
Vornado Realty Trust

Real Estate
-98
- 26.27%
$31.74 - $41.27 $3.11K - $4.04K
275 $10K
VVX
V2 X, Inc.

Industrials
-46
- 9.7%
$43.76 - $52.31 $2.01K - $2.41K
428 $20K
RC
Ready Capital Corp

Real Estate
-40
- 1.1%
$4.13 - $5.15 $165 - $206
3.6K $15K
BHB
Bar Harbor Bankshares

Financial Services
-80
- 83.33%
$27.37 - $31.26 $2.19K - $2.5K
16 $0
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-238
- 2.68%
N/A
8.65K $61K
EVCM
Ever Commerce Inc.

Technology
-240
- 99.17%
$9.32 - $11.37 $2.24K - $2.73K
2 $0
FUL
Fuller H B CO

Basic Materials
-77
- 17.3%
$48.43 - $61.99 $3.73K - $4.77K
368 $22K
CACC
Credit Acceptance Corp

Financial Services
-3
- 6.52%
$443.32 - $529.8 $1.33K - $1.59K
43 $21K
SVRA
Savara Inc

Healthcare
-182
- 8.34%
$1.99 - $3.4 $362 - $619
2K $4K
CEVA
Ceva Inc

Technology
-83
- 77.57%
$18.74 - $27.09 $1.56K - $2.25K
24 $0
GBTG
Global Business Travel Group, Inc.

Technology
-244
- 84.43%
$5.83 - $7.45 $1.42K - $1.82K
45 $0
TENB
Tenable Holdings, Inc.

Technology
-70
- 61.4%
$30.45 - $35.17 $2.13K - $2.46K
44 $1K
AIN
Albany International Corp

Consumer Cyclical
-35
- 44.87%
$59.75 - $70.94 $2.09K - $2.48K
43 $3K
Activity Summary
Buys All Purchases 3169 New Holdings 667 Increased Positions 2502 Sells All Sells 743 Reductions 739 Sold out 4 Options Calls 0 Puts 1
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