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Larson Financial Group’s Allison Transmission ALSN Stock Holding History

Larson Financial Group’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 		$425K Buy
3,768
+3,200
+563% +$388K 0.01% 604
2026
Q1 		$66.5K Buy
568
+256
+82% +$29.1K ﹤0.01% 1195
2025
Q4 		$30.5K Buy
312
+263
+537% +$23.1K ﹤0.01% 1482
2025
Q3 		$4.16K Buy
49
+38
+345% +$3.38K ﹤0.01% 2424
2025
Q2 		$1.04K Buy
11
+7
+175% +$676 ﹤0.01% 2639
2025
Q1 		$383 Buy
+4
New +$424 ﹤0.01% 2642
2023
Q4 		– Sell
-259
Closed -$15.3K – 1794
2023
Q3 		$15.3K Buy
+259
New +$15.2K ﹤0.01% 888

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Larson Financial Group's ALSN Position: Q2 2026 in Review

Larson Financial Group increased its Allison Transmission (ALSN) stake by 563% in Q2 2026, buying an estimated $388K and bringing the position to 3,768 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #604.

Larson Financial Group first reported a position in ALSN in Q3 2023 and has held it in 7 quarters since. 572 funds tracked by Wall St. Rank hold ALSN as of Q2 2026.

  • Larson Financial Group held 3,768 shares of Allison Transmission worth $425K as of Q2 2026.
  • Larson Financial Group bought 3,200 Allison Transmission shares in Q2 2026, an estimated $388K.
  • Allison Transmission made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #604 holding.
  • Larson Financial Group first reported a position in Allison Transmission in Q3 2023 and has held it in 7 quarters since.
  • 572 funds tracked by Wall St. Rank held Allison Transmission as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.