Allegheny Financial Group’s Ford F Stock Holding History

Allegheny Financial Group’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$123K	Buy	10,668 +317	+3%	+$4.17K	0.02%	282
2025 Q4	$136K	Buy	10,351 +319	+3%	+$4.11K	0.02%	281
2025 Q3	$120K	Buy	+10,032	New	+$116K	0.02%	257
2025 Q1	–	Sell	-10,210	Closed	-$101K	–	238
2024 Q4	$101K	Buy	10,210 +15	+0.1%	+$160	0.03%	224
2024 Q3	$108K	Buy	+10,195	New	+$117K	0.03%	236
2022 Q4	–	Sell	-10,303	Closed	-$115K	–	173
2022 Q3	$115K	Sell	10,303 -112	-1%	-$1.57K	0.05%	152
2022 Q2	$116K	Buy	10,415 +46	+0.4%	+$630	0.05%	157
2022 Q1	$175K	Sell	10,369 -45	-0.4%	-$856	0.07%	153
2021 Q4	$216K	Buy	+10,414	New	+$192K	0.09%	145
2021 Q3	–	Sell	-11,905	Closed	-$177K	–	151
2021 Q2	$177K	Sell	11,905 -174	-1%	-$2.31K	0.08%	145
2021 Q1	$148K	Buy	12,079 +743	+7%	+$8.5K	0.11%	96
2020 Q4	$100K	Buy	+11,336	New	+$94.9K	0.05%	124

Other funds holding F

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return