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Allegiance Financial Group Advisory Services’s Atlassian TEAM Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Buy
+3,397
New +$278K 0.05% 162
2026
Q1 		– Sell
-4,457
Closed -$723K – 214
2025
Q4 		$723K Buy
4,457
+3,150
+241% +$494K 0.15% 56
2025
Q3 		$209K Buy
1,307
+81
+7% +$14.7K 0.05% 152
2025
Q2 		$249K Buy
1,226
+281
+30% +$58.5K 0.07% 127
2025
Q1 		$201K Buy
+945
New +$249K 0.06% 129

Other funds holding TEAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Allegiance Financial Group Advisory Services opened a new position in Atlassian (TEAM) in Q2 2026: 3,397 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #162 among its holdings. This is a return to the name: Allegiance Financial Group Advisory Services previously reported a position in TEAM as recently as Q4 2025.

Allegiance Financial Group Advisory Services first reported a position in TEAM in Q1 2025 and has held it in 5 quarters since. The position peaked at $723K in Q4 2025. 699 funds tracked by Wall St. Rank hold TEAM as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 3,397 shares of Atlassian worth $264K as of Q2 2026.
  • Atlassian was a new Allegiance Financial Group Advisory Services position in Q2 2026.
  • Atlassian made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #162 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Atlassian in Q1 2025 and has held it in 5 quarters since.
  • Allegiance Financial Group Advisory Services's Atlassian position peaked at $723K in Q4 2025.
  • 699 funds tracked by Wall St. Rank held Atlassian as of Q2 2026.

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