Position in SEG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,165
+$2,650 QoQ
Shares Held
119
+395.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 116 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEG Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $1,938,081 across 18 Real Estate Services names. SEG ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
8,518 | $1,147,289 | |
| 2 | CSGP |
Costar Group, Inc.
|
13,582 | $384,642 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
414 | $128,319 | |
| 4 | COMP |
Compass, Inc.
|
8,938 | $110,205 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
1,491 | $46,474 | |
| 6 | OPEN |
Opendoor Technologies Inc.
|
7,479 | $33,292 | |
| 7 | BEKE |
KE Holdings Inc.
|
1,414 | $20,545 | |
| 8 | CWK |
Cushman & Wakefield Ltd.
|
1,178 | $15,773 |
All Filings in SEG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,165 | 119 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $515 | 24 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $18 | 1 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||