Allegheny Financial Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	+12,546	New	+$276K	0.03%	246

Other funds holding TBLD

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allegheny Financial Group's TBLD Position: Q2 2026 in Review

Allegheny Financial Group opened a new position in Thornburg Income Builder Opportunities Trust (TBLD) in Q2 2026: 12,546 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #246 among its holdings.

56 funds tracked by Wall St. Rank hold TBLD as of Q2 2026.

Allegheny Financial Group held 12,546 shares of Thornburg Income Builder Opportunities Trust worth $277K as of Q2 2026.
Thornburg Income Builder Opportunities Trust was a new Allegheny Financial Group position in Q2 2026.
Thornburg Income Builder Opportunities Trust made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #246 holding.
56 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.