Allegiance Financial Group Advisory Services LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allegiance Financial Group Advisory Services LLC opened 38 positions, added to 46, reduced 64, sold out of 33 and left 0 unchanged. The largest increase in value was MU (+$2,036,610); the largest decrease was META (-$4,805,040).
Two Form 13F-HR filings compared (SEC CIK 1964068): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Single Point Partners, LLC | United States | $0.503B | 83 |
| Altrius Capital Management Inc | United States | $0.503B | 87 |
| Northwest Bancshares, Inc. | United States | $0.502B | 219 |
| Tradewinds Capital Management, LLC | United States | $0.504B | 719 |
| INDEPENDENT INVESTORS INC | United States | $0.504B | 70 |
| UPTICK PARTNERS, LLC | United States | $0.502B | 339 |
| MYCIO WEALTH PARTNERS, LLC | United States | $0.502B | 49 |
| Whitaker-Myers Wealth Managers, LTD. | United States | $0.502B | 108 |
| Peak Retirement Planning, Inc. | United States | $0.501B | 152 |
| Serenus Wealth Advisors, LLC | United States | $0.501B | 68 |