Position in SRG-PA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,152
-$180 QoQ
Shares Held
410
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRG-PA Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Allworth Financial LP holds $1,941,999 across 18 Real Estate Services names.
| # | 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 SRG-PA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,152 | 410 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,332 | 410 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,742 | 410 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,262 | 410 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,324 | 410 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,689 | 410 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,906 | 410 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,914 | 410 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,956 | 410 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,833 | 410 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,173 | 410 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,657 | 410 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,226 | 410 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,850 | 410 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,698 | 410 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,136 | 410 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||