Allegheny Financial Group
CIK 1844148
13F filing for Q2 2026・No. 2,678
- Holdings
- US$941.96M
- Quarter change
- +US$200.13M
- Entries
- 305
- Net bought (estimate)
- +US$135.82M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 14
- Cut 67
- Added 178
- Corporate actions 2
- Unchanged 31
Largest holdings
305 stocks worth US$941.96M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PUTNAM ETF TRUSTFOCUSED LAR CAP | Added | 2,609,319 | US$132.94M | 14.11% |
| ISHARES TRMRGSTR MD CP GRW | Added | 622,184 | US$61.16M | 6.49% |
| DIAMOND HILL FUNDSLARG CAP CON ETF | Added | 4,309,052 | US$55.76M | 5.92% |
| EA SERIES TRUSTCITY DIFFNT INVT | Added | 1,432,307 | US$36.73M | 3.90% |
| J P MORGAN EXCHANGE TRADED FFLEXI DEBT ETF | Added | 702,054 | US$35.38M | 3.76% |
| MFS ACTIVE EXCHANGE TRADED FGROWTH ETF | Added | 845,444 | US$25.59M | 2.72% |
| ISHARES TRCORE DIV GRWTH | Added | 323,740 | US$24.54M | 2.60% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 678,496 | US$22.96M | 2.44% |
| AAPLAppleCOM | Added | 79,111 | US$22.89M | 2.43% |
| J P MORGAN EXCHANGE TRADED FACTIVE GROWTH | Added | 227,274 | US$22.41M | 2.38% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.