AFGAS
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Allegiance Financial Group Advisory Services’s Dover DOV Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202K Sell
899
-175
-16% -$38.1K 0.03% 196
2026
Q1 		$224K Buy
1,074
+7
+0.7% +$1.5K 0.04% 171
2025
Q4 		$208K Buy
+1,067
New +$194K 0.04% 172

Other funds holding DOV

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

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

Allegiance Financial Group Advisory Services reduced its Dover (DOV) stake by 16% in Q2 2026, selling an estimated $38.1K and leaving 899 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #196.

Allegiance Financial Group Advisory Services first reported a position in DOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $224K in Q1 2026. 762 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 899 shares of Dover worth $202K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 175 Dover shares in Q2 2026, an estimated $38.1K.
  • Dover made up 0.03% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #196 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Dover in Q4 2025 and has held it in 3 quarters since.
  • Allegiance Financial Group Advisory Services's Dover position peaked at $224K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Dover as of Q2 2026.

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