Allegiance Financial Group Advisory Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Other funds holding VRT
Allegiance Financial Group Advisory Services's VRT Position: Q2 2026 in Review
Allegiance Financial Group Advisory Services increased its Vertiv (VRT) stake by 14% in Q2 2026, buying an estimated $95.8K and bringing the position to 2,523 shares worth $845K. The position accounts for 0.15% of the portfolio, ranked #58.
Allegiance Financial Group Advisory Services first reported a position in VRT in Q2 2025 and has held it in 5 quarters since. 2,049 funds tracked by Wall St. Rank hold VRT as of Q2 2026.
- Allegiance Financial Group Advisory Services held 2,523 shares of Vertiv worth $845K as of Q2 2026.
- Allegiance Financial Group Advisory Services bought 302 Vertiv shares in Q2 2026, an estimated $95.8K.
- Vertiv made up 0.15% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #58 holding.
- Allegiance Financial Group Advisory Services first reported a position in Vertiv in Q2 2025 and has held it in 5 quarters since.
- 2,049 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.
Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.