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Allegiance Financial Group Advisory Services’s Align Technology ALGN Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,404
Closed -$219K – 201
2025
Q4 		$219K Buy
+1,404
New +$201K 0.05% 168

Other funds holding ALGN

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allegiance Financial Group Advisory Services's ALGN Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services sold out of Align Technology (ALGN) in Q1 2026, closing a stake of 1,404 shares — an estimated $219K sold.

Allegiance Financial Group Advisory Services first reported a position in ALGN in Q4 2025 and held it in 1 quarter. The position peaked at $219K in Q4 2025. 693 funds tracked by Wall St. Rank hold ALGN as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Align Technology position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 1,404 Align Technology shares in Q1 2026, an estimated $219K.
  • Allegiance Financial Group Advisory Services first reported a position in Align Technology in Q4 2025 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Align Technology position peaked at $219K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Align Technology as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.