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Allegiance Financial Group Advisory Services’s Charter Communications CHTR Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Buy
+2,196
New +$366K 0.05% 138

Other funds holding CHTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCP
Cryder Capital Partners London, United Kingdom $1.59B AUM 0.23% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Allegiance Financial Group Advisory Services's CHTR Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services opened a new position in Charter Communications (CHTR) in Q2 2026: 2,196 shares worth $312K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings.

431 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 2,196 shares of Charter Communications worth $312K as of Q2 2026.
  • Charter Communications was a new Allegiance Financial Group Advisory Services position in Q2 2026.
  • Charter Communications made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #138 holding.
  • 431 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.