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Excelsior Advisor Network’s Allogene Therapeutics ALLO Stock Holding History

Excelsior Advisor Network’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+95,991
New +$211K 0.03% 445

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Excelsior Advisor Network's ALLO Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Allogene Therapeutics (ALLO) in Q2 2026: 95,991 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #445 among its holdings.

208 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • Excelsior Advisor Network held 95,991 shares of Allogene Therapeutics worth $200K as of Q2 2026.
  • Allogene Therapeutics was a new Excelsior Advisor Network position in Q2 2026.
  • Allogene Therapeutics made up 0.03% of Excelsior Advisor Network's portfolio in Q2 2026, its #445 holding.
  • 208 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.