Position in WERN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,175
+$7,863 QoQ
Shares Held
550
+98.6% 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
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WERN Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026Allworth Financial LP holds $1,225,422 across 14 Trucking names. WERN ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
3,097 | $605,153 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
4,865 | $280,126 | |
| 3 | XPO |
XPO, Inc.
|
882 | $171,593 | |
| 4 | SAIA |
Saia Inc
|
143 | $50,233 | |
| 5 | TFII |
TFI International Inc.
|
319 | $34,652 | |
| 6 | RXO |
RXO, Inc.
|
1,256 | $18,362 | |
| 7 | WERN |
Werner Enterprises Inc
This page
|
550 | $16,175 | |
| 8 | SNDR |
Schneider National, Inc.
|
590 | $15,552 |
All Filings in WERN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,175 | 550 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,312 | 277 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,053 | 268 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,775 | 138 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,039 | 172 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $395 | 11 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $424 | 11 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $644 | 18 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $586 | 15 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,092 | 73 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,103 | 54 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $662 | 15 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $682 | 15 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $603 | 15 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $385 | 10 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||