AFGAS
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Allegiance Financial Group Advisory Services’s NVIDIA NVDA Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.28M Buy
18,824
+308
+2% +$56.5K 0.65% 20
2025
Q4 		$3.45M Buy
18,516
+8,023
+76% +$1.49M 0.73% 19
2025
Q3 		$1.96M Buy
10,493
+532
+5% +$92.7K 0.45% 30
2025
Q2 		$1.57M Buy
9,961
+2,725
+38% +$343K 0.42% 30
2025
Q1 		$784K Buy
7,236
+1,565
+28% +$198K 0.24% 41
2024
Q4 		$762K Buy
5,671
+2,168
+62% +$299K 0.25% 42
2024
Q3 		$425K Buy
3,503
+420
+14% +$49.6K 0.15% 48
2024
Q2 		$381K Sell
3,083
-757
-20% -$76.5K 0.15% 50
2024
Q1 		$347K Buy
+3,840
New +$278K 0.14% 55

Other funds holding NVDA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return