Question 1

Does Allworth Financial own ADV stock?

Accepted Answer

No. Allworth Financial exited its ADV (Advantage Solutions) position in Q4 2025. Its Q3 2025 13F listed 181 shares worth $277.

Question 2

How many shares of ADV does Allworth Financial own?

Accepted Answer

None since Q4 2025, when Allworth Financial exited the position. Its Q3 2025 13F listed 181 shares worth $277.

Question 3

What is Allworth Financial's ADV position worth?

Accepted Answer

Allworth Financial's ADV position was worth $277 in its Q3 2025 13F, before the exit in Q4 2025.

Question 4

Is Allworth Financial buying or selling ADV?

Accepted Answer

In Q4 2025, Allworth Financial exited its entire ADV position.

Question 5

When did Allworth Financial first buy ADV?

Accepted Answer

Allworth Financial first reported ADV in its Q3 2022 13F and listed it in 5 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$22.00	0
2025-Q3	New	181	—	$277	0.0%	$38.25	17
2024-Q4	Exited	0	-100.0%	$0	0.0%	$73.00	0
2024-Q3	Unchanged	80	0.0%	$275	0.0%	$85.75	0