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Allegiance Financial Group Advisory Services’s Guidewire Software GWRE Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,175
Closed -$437K – 206
2025
Q4 		$437K Sell
2,175
-24
-1% -$5.31K 0.09% 86
2025
Q3 		$505K Sell
2,199
-1
-0% -$227 0.12% 65
2025
Q2 		$518K Buy
2,200
+8
+0.4% +$1.72K 0.14% 59
2025
Q1 		$411K Buy
2,192
+605
+38% +$118K 0.12% 66
2024
Q4 		$268K Buy
+1,587
New +$296K 0.09% 73

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

Allegiance Financial Group Advisory Services sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 2,175 shares — an estimated $437K sold.

Allegiance Financial Group Advisory Services first reported a position in GWRE in Q4 2024 and held it in 5 quarters. The position peaked at $518K in Q2 2025. 598 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 2,175 Guidewire Software shares in Q1 2026, an estimated $437K.
  • Allegiance Financial Group Advisory Services first reported a position in Guidewire Software in Q4 2024 and held it in 5 quarters.
  • Allegiance Financial Group Advisory Services's Guidewire Software position peaked at $518K in Q2 2025.
  • 598 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

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