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Allegiance Financial Group Advisory Services’s Tesla TSLA Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$906K Buy
2,153
+753
+54% +$299K 0.16% 52
2026
Q1 		$520K Sell
1,400
-62
-4% -$25.5K 0.1% 80
2025
Q4 		$657K Sell
1,462
-498
-25% -$221K 0.14% 61
2025
Q3 		$872K Buy
1,960
+921
+89% +$319K 0.2% 45
2025
Q2 		$330K Buy
+1,039
New +$313K 0.09% 98
2025
Q1 		– Sell
-1,862
Closed -$752K – 156
2024
Q4 		$752K Sell
1,862
-1,133
-38% -$365K 0.24% 43
2024
Q3 		$784K Buy
2,995
+148
+5% +$33.8K 0.27% 38
2024
Q2 		$563K Sell
2,847
-294
-9% -$51.4K 0.22% 43
2024
Q1 		$552K Buy
3,141
+418
+15% +$81.7K 0.23% 45
2023
Q4 		$677K Sell
2,723
-674
-20% -$160K 0.32% 40
2023
Q3 		$850K Buy
3,397
+100
+3% +$25.7K 0.48% 35
2023
Q2 		$863K Sell
3,297
-18
-0.5% -$3.6K 0.51% 35
2023
Q1 		$688K Buy
3,315
+49
+2% +$8.55K 0.51% 38
2022
Q4 		$402K Buy
+3,266
New +$618K 0.39% 44

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allegiance Financial Group Advisory Services increased its Tesla (TSLA) stake by 54% in Q2 2026, buying an estimated $299K and bringing the position to 2,153 shares worth $906K. The position accounts for 0.16% of the portfolio, ranked #52.

Allegiance Financial Group Advisory Services first reported a position in TSLA in Q4 2022 and has held it in 14 quarters since. 4,310 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 2,153 shares of Tesla worth $906K as of Q2 2026.
  • Allegiance Financial Group Advisory Services bought 753 Tesla shares in Q2 2026, an estimated $299K.
  • Tesla made up 0.16% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #52 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Tesla in Q4 2022 and has held it in 14 quarters since.
  • 4,310 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

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