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Allegiance Financial Group Advisory Services’s Lyft LYFT Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-18,153
Closed -$352K – 210
2025
Q4 		$352K Buy
18,153
+756
+4% +$15.7K 0.07% 109
2025
Q3 		$383K Sell
17,397
-3,725
-18% -$62.3K 0.09% 84
2025
Q2 		$333K Buy
+21,122
New +$296K 0.09% 96

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Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Allegiance Financial Group Advisory Services sold out of Lyft (LYFT) in Q1 2026, closing a stake of 18,153 shares — an estimated $352K sold.

Allegiance Financial Group Advisory Services first reported a position in LYFT in Q2 2025 and held it in 3 quarters. The position peaked at $383K in Q3 2025. 528 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Allegiance Financial Group Advisory Services reported no remaining Lyft position as of Q1 2026 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 18,153 Lyft shares in Q1 2026, an estimated $352K.
  • Allegiance Financial Group Advisory Services first reported a position in Lyft in Q2 2025 and held it in 3 quarters.
  • Allegiance Financial Group Advisory Services's Lyft position peaked at $383K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

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