Position in KMX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$567,234
+$313,292 QoQ
Shares Held
13,642
+107.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Mar 31, 2026Allworth Financial LP holds $9,818,618 across 16 Auto & Truck Dealerships names. KMX ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAG |
Penske Automotive Group, Inc.
|
48,914 | $7,313,621 | |
| 2 | AN |
Autonation, Inc.
|
5,222 | $1,019,647 | |
| 3 | KMX |
Carmax Inc
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|
13,642 | $567,234 | |
| 4 | CVNA |
Carvana Co.
|
1,560 | $490,432 | |
| 5 | VVV |
Valvoline Inc
|
4,978 | $167,659 | |
| 6 | CARG |
CarGurus, Inc.
|
2,459 | $83,728 | |
| 7 | OPLN |
OPENLANE, Inc.
|
1,293 | $37,690 | |
| 8 | MCW |
Mister Car Wash, Inc.
|
4,805 | $33,490 |
All Filings in KMX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567,234 | 13,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $253,942 | 6,572 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $273,078 | 6,086 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $289,473 | 4,307 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $50,336 | 646 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $52,816 | 646 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $30,719 | 397 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $27,575 | 376 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $29,704 | 341 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $26,245 | 342 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $9,547 | 135 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $10,127 | 121 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,428 | 100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,967 | 98 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,631 | 55 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,796 | 263 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $26,532 | 275 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $23,832 | 183 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,459 | 113 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,099 | 24 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,183 | 24 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,361 | 25 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,205 | 24 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,149 | 24 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,291 | 24 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||