Allegiance Financial Group Advisory Services’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$836K Sell
5,439
-361
-6% -$41.7K 0.14% 61
2026
Q1
$474K Buy
5,800
+2,803
+94% +$226K 0.09% 87
2025
Q4
$238K Buy
+2,997
New +$249K 0.05% 158
2025
Q3
Sell
-5,074
Closed -$536K 171
2025
Q2
$536K Sell
5,074
-500
-9% -$50.4K 0.14% 58
2025
Q1
$537K Buy
5,574
+1,544
+38% +$157K 0.16% 49
2024
Q4
$381K Buy
+4,030
New +$358K 0.12% 59

Other funds holding FTNT

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

Allegiance Financial Group Advisory Services reduced its Fortinet (FTNT) stake by 6.2% in Q2 2026, selling an estimated $41.7K and leaving 5,439 shares worth $836K. The position accounts for 0.14% of the portfolio, ranked #61.

Allegiance Financial Group Advisory Services first reported a position in FTNT in Q4 2024 and has held it in 6 quarters since. 1,569 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 5,439 shares of Fortinet worth $836K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 361 Fortinet shares in Q2 2026, an estimated $41.7K.
  • Fortinet made up 0.14% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #61 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Fortinet in Q4 2024 and has held it in 6 quarters since.
  • 1,569 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

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