Allegiance Financial Group Advisory Services’s Uber UBER Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.27M	Sell	31,423 -2,169	-6%	-$159K	0.39%	28
2026 Q1	$2.42M	Buy	33,592 +775	+2%	+$59.6K	0.48%	25
2025 Q4	$2.68M	Sell	32,817 -42	-0.1%	-$3.78K	0.56%	25
2025 Q3	$3.22M	Buy	32,859 +1,629	+5%	+$152K	0.74%	20
2025 Q2	$2.91M	Sell	31,230 -1,808	-5%	-$149K	0.77%	21
2025 Q1	$2.41M	Buy	33,038 +1,352	+4%	+$97.4K	0.73%	25
2024 Q4	$1.91M	Buy	+31,686	New	+$2.26M	0.62%	29

Other funds holding UBER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PSCM

Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Allegiance Financial Group Advisory Services reduced its Uber (UBER) stake by 6.5% in Q2 2026, selling an estimated $159K and leaving 31,423 shares worth $2.27M. The position accounts for 0.39% of the portfolio, ranked #28.

Allegiance Financial Group Advisory Services first reported a position in UBER in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q3 2025. 2,425 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

Allegiance Financial Group Advisory Services held 31,423 shares of Uber worth $2.27M as of Q2 2026.
Allegiance Financial Group Advisory Services sold 2,169 Uber shares in Q2 2026, an estimated $159K.
Uber made up 0.39% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #28 holding.
Allegiance Financial Group Advisory Services first reported a position in Uber in Q4 2024 and has held it in 7 quarters since.
Allegiance Financial Group Advisory Services's Uber position peaked at $3.22M in Q3 2025.
2,425 funds tracked by Wall St. Rank held Uber as of Q2 2026.

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