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Allegiance Financial Group Advisory Services’s General Dynamics GD Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-590
Closed -$203K – 221
2026
Q1 		$203K Buy
+590
New +$209K 0.04% 188

Other funds holding GD

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allegiance Financial Group Advisory Services sold out of General Dynamics (GD) in Q2 2026, closing a stake of 590 shares — an estimated $203K sold.

Allegiance Financial Group Advisory Services first reported a position in GD in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 2,218 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Allegiance Financial Group Advisory Services reported no remaining General Dynamics position as of Q2 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 590 General Dynamics shares in Q2 2026, an estimated $203K.
  • Allegiance Financial Group Advisory Services first reported a position in General Dynamics in Q1 2026 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's General Dynamics position peaked at $203K in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

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