KFS
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Kaizen Financial Strategies’s Allison Transmission ALSN Stock Holding History

Kaizen Financial Strategies’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Hold
2,500
– – 0.1% 138
2026
Q1 		$314K Hold
2,500
– – 0.13% 121
2025
Q4 		$245K Hold
2,500
– – 0.11% 141
2025
Q3 		$204K Hold
2,500
– – 0.09% 150
2025
Q2 		$237K Sell
2,500
-100
-4% -$9.66K 0.12% 127
2025
Q1 		$249K Hold
2,600
– – 0.14% 116
2024
Q4 		$281K Hold
2,600
– – 0.16% 102
2024
Q3 		$250K Hold
2,600
– – 0.14% 117
2024
Q2 		$229K Sell
2,600
-850
-25% -$65.1K 0.14% 115
2024
Q1 		$280K Buy
+3,450
New +$233K 0.19% 89

Other funds holding ALSN

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Kaizen Financial Strategies's ALSN Position: Q2 2026 in Review

Kaizen Financial Strategies held its Allison Transmission (ALSN) position steady in Q2 2026 at 2,500 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #138.

Kaizen Financial Strategies first reported a position in ALSN in Q1 2024 and has held it in 10 quarters since. The position peaked at $314K in Q1 2026. 162 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Kaizen Financial Strategies held 2,500 shares of Allison Transmission worth $294K as of Q2 2026.
  • Kaizen Financial Strategies left its Allison Transmission share count unchanged in Q2 2026.
  • Allison Transmission made up 0.1% of Kaizen Financial Strategies's portfolio in Q2 2026, its #138 holding.
  • Kaizen Financial Strategies first reported a position in Allison Transmission in Q1 2024 and has held it in 10 quarters since.
  • Kaizen Financial Strategies's Allison Transmission position peaked at $314K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.