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HFM Investment Advisors’s Allegion ALLE Stock Holding History

HFM 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
Q2 		$1.41K Buy
10
+3
+43% +$408 ﹤0.01% 603
2026
Q1 		$1.02K Hold
7
– – ﹤0.01% 406
2025
Q4 		$1.11K Hold
7
– – ﹤0.01% 425
2025
Q3 		$1.24K Hold
7
– – ﹤0.01% 293
2025
Q2 		$1.01K Buy
7
+5
+250% +$684 ﹤0.01% 350
2025
Q1 		$261 Buy
+2
New +$259 ﹤0.01% 528

Other funds holding ALLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HFM Investment Advisors's ALLE Position: Q2 2026 in Review

HFM Investment Advisors increased its Allegion (ALLE) stake by 43% in Q2 2026, buying an estimated $408 and bringing the position to 10 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

HFM Investment Advisors first reported a position in ALLE in Q1 2025 and has held it in 6 quarters since. 736 funds tracked by Wall St. Rank hold ALLE as of Q2 2026.

  • HFM Investment Advisors held 10 shares of Allegion worth $1.41K as of Q2 2026.
  • HFM Investment Advisors bought 3 Allegion shares in Q2 2026, an estimated $408.
  • Allegion made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #603 holding.
  • HFM Investment Advisors first reported a position in Allegion in Q1 2025 and has held it in 6 quarters since.
  • 736 funds tracked by Wall St. Rank held Allegion as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.