Allworth Financial LP Banks—Regional

Allworth Financial LP

$20.2 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LNKB Linkbancorp, Inc.	$108M	$0 0.0% of portfolio	5	Q2 2025 New
LOB Live Oak Bancshares, Inc.	$1.61B	$0 0.0% of portfolio	23	Q2 2025 Added 76.92%
MCBS Metro City Bankshares, Inc.	$744M	$0 0.0% of portfolio	1	Q2 2025 Reduced 96.0%
MPB Mid Penn Bancorp Inc	$478M	$0 0.0% of portfolio	2	Q2 2025 New
NKSH National Bankshares Inc	$186M	$0 0.0% of portfolio	2	Q2 2025 New
NWFL Norwood Financial Corp	$218M	$0 0.0% of portfolio	2	Q2 2025 New
OBT Orange County Bancorp, Inc.	$150M	$0 0.0% of portfolio	24	Q2 2025 New
PKBK Parke Bancorp, Inc.	$270M	$0 0.0% of portfolio	19	Q2 2025 New
PCB Pcb Bancorp	$323M	$0 0.0% of portfolio	36	Q2 2025 New
PGC Peapack Gladstone Financial Corp	$526M	$0 0.0% of portfolio	15	Q2 2025 New
PEBK Peoples Bancorp Of North Carolina Inc	$179M	$0 0.0% of portfolio	1	Q2 2025 New
PBFS Pioneer Bancorp, Inc.	$342M	$0 0.0% of portfolio	19	Q2 2025 New
FRST Primis Financial Corp.	$270M	$0 0.0% of portfolio	43	Q2 2025 New
RBB Rbb Bancorp	$358M	$0 0.0% of portfolio	35	Q2 2025 New
RRBI Red River Bancshares Inc	$463M	$0 0.0% of portfolio	5	Q2 2025 New
SMBC Southern Missouri Bancorp, Inc.	$519M	$0 0.0% of portfolio	12	Q2 2025 Added 71.43%
SSBK Southern States Bancshares, Inc.	$317M	$0 0.0% of portfolio	1	Q2 2025 New
SBSI Southside Bancshares Inc	$978M	$0 0.0% of portfolio	16	Q2 2025 New
TCBX Third Coast Bancshares, Inc.	$530M	$0 0.0% of portfolio	25	Q2 2025 Added 108.33%
TSBK Timberland Bancorp Inc	$288M	$0 0.0% of portfolio	2	Q2 2025 New
WTBA West Bancorporation Inc	$334M	$0 0.0% of portfolio	6	Q2 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.