Position in TRI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$75,381
-$16,942 QoQ
Shares Held
923
+31.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 412 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Allworth Financial LP holds $6,857,091 across 29 Specialty Business Services names. TRI ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
25,868 | $4,399,629 | |
| 2 | CPRT |
Copart Inc
|
25,578 | $721,043 | |
| 3 | ARMK |
Aramark
|
10,158 | $577,990 | |
| 4 | AMTM |
Amentum Holdings, Inc.
|
9,805 | $202,669 | |
| 5 | ABM |
Abm Industries Inc /De/
|
2,642 | $116,882 | |
| 6 | RBA |
Rb Global Inc.
|
856 | $99,681 | |
| 7 | GPN |
Global Payments Inc
|
1,368 | $99,262 | |
| 8 | RELX |
Relx PLC
|
2,641 | $83,640 |
All Filings in TRI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,381 | 923 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $92,323 | 700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $62,908 | 405 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $80,653 | 401 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $69,284 | 401 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $67,840 | 423 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $72,505 | 425 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $67,765 | 402 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $79,161 | 508 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $69,162 | 473 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $26,421 | 216 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $30,901 | 229 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $32,920 | 253 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $21,331 | 187 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $19,703 | 192 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,737 | 199 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $27,865 | 256 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $30,622 | 256 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,478 | 122 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,918 | 120 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $10,508 | 120 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,826 | 120 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,572 | 120 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,156 | 120 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $8,143 | 120 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||