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Allegheny Financial Group’s Tidewater TDW Stock Holding History

Allegheny Financial Group’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$629K Buy
9,447
+114
+1% +$9.04K 0.07% 151
2026
Q1 		$780K Sell
9,333
-70
-0.7% -$4.87K 0.11% 121
2025
Q4 		$475K Buy
9,403
+1,642
+21% +$86.7K 0.07% 151
2025
Q3 		$414K Buy
7,761
+2,424
+45% +$133K 0.08% 161
2025
Q2 		$246K Buy
+5,337
New +$216K 0.05% 210
2025
Q1 		– Sell
-3,864
Closed -$211K – 244
2024
Q4 		$211K Buy
+3,864
New +$220K 0.05% 212

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Allegheny Financial Group increased its Tidewater (TDW) stake by 1.2% in Q2 2026, buying an estimated $9.04K and bringing the position to 9,447 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #151.

Allegheny Financial Group first reported a position in TDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $780K in Q1 2026. 362 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Allegheny Financial Group held 9,447 shares of Tidewater worth $629K as of Q2 2026.
  • Allegheny Financial Group bought 114 Tidewater shares in Q2 2026, an estimated $9.04K.
  • Tidewater made up 0.07% of Allegheny Financial Group's portfolio in Q2 2026, its #151 holding.
  • Allegheny Financial Group first reported a position in Tidewater in Q4 2024 and has held it in 6 quarters since.
  • Allegheny Financial Group's Tidewater position peaked at $780K in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

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