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Peak Financial Advisors’s Allegion ALLE Stock Holding History

Peak Financial 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 		– Sell
-3,795
Closed -$604K – 72
2025
Q4 		$604K Buy
+3,795
New +$633K 0.27% 60

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

Peak Financial Advisors's ALLE Position: Q1 2026 in Review

Peak Financial Advisors sold out of Allegion (ALLE) in Q1 2026, closing a stake of 3,795 shares — an estimated $604K sold.

Peak Financial Advisors first reported a position in ALLE in Q4 2025 and held it in 1 quarter. The position peaked at $604K in Q4 2025. 760 funds tracked by Wall St. Rank hold ALLE as of Q1 2026.

  • Peak Financial Advisors reported no remaining Allegion position as of Q1 2026 after selling out during the quarter.
  • Peak Financial Advisors sold 3,795 Allegion shares in Q1 2026, an estimated $604K.
  • Peak Financial Advisors first reported a position in Allegion in Q4 2025 and held it in 1 quarter.
  • Peak Financial Advisors's Allegion position peaked at $604K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Allegion as of Q1 2026.

Based on Peak Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.