Position in WIT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$89,959
-$18,144 QoQ
Shares Held
39,982
-21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 296 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Allworth Financial LP holds $45,515,648 across 50 Information Technology Services names. WIT ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
140,146 | $39,410,456 | |
| 2 | ACN |
Accenture plc
|
19,105 | $2,377,426 | |
| 3 | IT |
Gartner Inc
|
3,213 | $416,469 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
2,662 | $364,560 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
7,427 | $287,647 | |
| 6 | KD |
Kyndryl Holdings, Inc.
|
20,845 | $235,756 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
5,829 | $226,631 | |
| 8 | LDOS |
Leidos Holdings, Inc.
|
2,122 | $218,502 |
All Filings in WIT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,959 | 39,982 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $108,103 | 50,992 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,840 | 28,113 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $63,014 | 23,960 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $54,287 | 17,976 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $45,945 | 15,015 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $48,979 | 13,836 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $42,670 | 6,585 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $32,317 | 5,298 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $33,666 | 5,855 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $27,783 | 4,988 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $31,779 | 6,566 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $24,473 | 5,185 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $15,566 | 3,467 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $806 | 173 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $9,104 | 1,933 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,692 | 2,202 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $2,703 | 277 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,445 | 277 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,163 | 277 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||