AFG
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Allegheny Financial Group’s Flex FLEX Stock Holding History

Allegheny Financial Group’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$360K Sell
5,492
-14
-0.3% -$895 0.05% 187
2025
Q4 		$333K Sell
5,506
-2,008
-27% -$124K 0.05% 191
2025
Q3 		$436K Sell
7,514
-217
-3% -$11.5K 0.08% 155
2025
Q2 		$386K Sell
7,731
-505
-6% -$19.7K 0.09% 162
2025
Q1 		$272K Sell
8,236
-686
-8% -$26.9K 0.07% 184
2024
Q4 		$343K Sell
8,922
-10,001
-53% -$370K 0.09% 170
2024
Q3 		$633K Buy
18,923
+508
+3% +$15.6K 0.16% 122
2024
Q2 		$543K Buy
18,415
+851
+5% +$25.5K 0.16% 126
2024
Q1 		$503K Sell
17,564
-5,555
-24% -$146K 0.16% 120
2023
Q4 		$531K Hold
23,119
– – 0.17% 109
2023
Q3 		$470K Buy
+23,119
New +$469K 0.18% 106

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VPM
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VCM
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Fidelity Investments
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return