Cedar Mountain Advisors
ALLE icon

Cedar Mountain Advisors’s Allegion ALLE Stock Holding History

Cedar Mountain Advisors’s Portfolio ALLE Stock Details ALLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.4K Hold
74
– – ﹤0.01% 431
2026
Q2 		$10.4K Hold
74
– – ﹤0.01% 491
2026
Q1 		$10.8K Buy
+74
New +$11.8K ﹤0.01% 446

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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cedar Mountain Advisors's ALLE Position: Q3 2026 in Review

Cedar Mountain Advisors held its Allegion (ALLE) position steady in Q3 2026 at 74 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Cedar Mountain Advisors first reported a position in ALLE in Q1 2026 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold ALLE as of Q3 2026.

  • Cedar Mountain Advisors held 74 shares of Allegion worth $11.4K as of Q3 2026.
  • Cedar Mountain Advisors left its Allegion share count unchanged in Q3 2026.
  • Allegion made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #431 holding.
  • Cedar Mountain Advisors first reported a position in Allegion in Q1 2026 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Allegion as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.