Allegiance Financial Group Advisory Services LLC
Allegiance Financial Group Advisory Services LLC reported 205 positions worth $577.6M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: VTI (11.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $66.7M | 11.54% | 180,147 | — | — | |
| ▸ 2 | AVLV | SH | $61.7M | 10.69% | 676,877 | — | — | |
| ▸ 3 | AVDV | SH | $37.4M | 6.48% | 362,990 | — | — | |
| ▸ 4 | DFAU | SH | $34.8M | 6.03% | 673,456 | — | — | |
| ▸ 5 | AVUV | SH | $33.0M | 5.72% | 264,812 | — | — | |
| ▸ 6 | AVIG | SH | $28.3M | 4.90% | 683,919 | — | — | |
| ▸ 7 | DFSD | SH | $27.7M | 4.80% | 581,099 | — | — | |
| ▸ 8 | AVIV | SH | $25.4M | 4.40% | 328,121 | — | — | |
| ▸ 9 | IDEV | SH | $23.8M | 4.12% | 267,531 | — | — | |
| ▸ 10 | DFAI | SH | $23.8M | 4.12% | 576,374 | — | — |
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Frequently Asked Questions
What stocks does Allegiance Financial Group Advisory Services LLC hold as of Q2 2026?
Allegiance Financial Group Advisory Services LLC reported 205 positions worth $577.6M in its Q2 2026 13F filing. Largest positions: VTI (11.5%), AVLV (10.7%), AVDV (6.5%), DFAU (6.0%) and AVUV (5.7%).
What did Allegiance Financial Group Advisory Services LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Allegiance Financial Group Advisory Services LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.