AFG
CDIG

Allegheny Financial Group’s City Different Investments Global Equity ETF CDIG Stock Holding History

Allegheny Financial Group’s Portfolio CDIG Stock Details CDIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.9M Buy
1,202,997
+135,623
+13% +$3.48M 4.03% 4
2025
Q4 		$26.6M Buy
1,067,374
+990,066
+1,281% +$24.6M 3.94% 3
2025
Q3 		$1.93M Buy
+77,308
New +$1.95M 0.36% 55

Other funds holding CDIG

LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $152M AUM 20.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Allegheny Financial Group's CDIG Position: Q1 2026 in Review

Allegheny Financial Group increased its City Different Investments Global Equity ETF (CDIG) stake by 13% in Q1 2026, buying an estimated $3.48M and bringing the position to 1,202,997 shares worth $29.9M. The position accounts for 4.03% of the portfolio, ranked #4.

Allegheny Financial Group first reported a position in CDIG in Q3 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold CDIG as of Q1 2026.

  • Allegheny Financial Group held 1,202,997 shares of City Different Investments Global Equity ETF worth $29.9M as of Q1 2026.
  • Allegheny Financial Group bought 135,623 City Different Investments Global Equity ETF shares in Q1 2026, an estimated $3.48M.
  • City Different Investments Global Equity ETF made up 4.03% of Allegheny Financial Group's portfolio in Q1 2026, its #4 holding.
  • Allegheny Financial Group first reported a position in City Different Investments Global Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held City Different Investments Global Equity ETF as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.