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IRON Financial’s Allegion ALLE Stock Holding History

IRON Financial’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 		$209K Buy
1,491
+114
+8% +$15.5K 0.09% 145
2026
Q1 		$200K Buy
+1,377
New +$220K 0.09% 142

Other funds holding ALLE

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IRON Financial's ALLE Position: Q2 2026 in Review

IRON Financial increased its Allegion (ALLE) stake by 8.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,491 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #145.

IRON Financial first reported a position in ALLE in Q1 2026 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold ALLE as of Q2 2026.

  • IRON Financial held 1,491 shares of Allegion worth $209K as of Q2 2026.
  • IRON Financial bought 114 Allegion shares in Q2 2026, an estimated $15.5K.
  • Allegion made up 0.09% of IRON Financial's portfolio in Q2 2026, its #145 holding.
  • IRON Financial first reported a position in Allegion in Q1 2026 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held Allegion as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.