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Foundations Investment Advisors’s Allegion ALLE Stock Holding History

Foundations Investment 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
Q1 		$210K Buy
+1,444
New +$230K ﹤0.01% 1087

Other funds holding ALLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Foundations Investment Advisors's ALLE Position: Q1 2026 in Review

Foundations Investment Advisors opened a new position in Allegion (ALLE) in Q1 2026: 1,444 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings.

759 funds tracked by Wall St. Rank hold ALLE as of Q1 2026.

  • Foundations Investment Advisors held 1,444 shares of Allegion worth $210K as of Q1 2026.
  • Allegion was a new Foundations Investment Advisors position in Q1 2026.
  • Allegion made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1087 holding.
  • 759 funds tracked by Wall St. Rank held Allegion as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.