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Allegiance Financial Group Advisory Services’s Humana HUM Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-858
Closed -$227K – 169
2025
Q1 		$227K Buy
+858
New +$232K 0.07% 118

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Allegiance Financial Group Advisory Services's HUM Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Humana (HUM) in Q2 2025, closing a stake of 858 shares — an estimated $227K sold.

Allegiance Financial Group Advisory Services first reported a position in HUM in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 879 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 858 Humana shares in Q2 2025, an estimated $227K.
  • Allegiance Financial Group Advisory Services first reported a position in Humana in Q1 2025 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Humana position peaked at $227K in Q1 2025.
  • 879 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.