SageView Advisory Group’s Allison Transmission ALSN Stock Holding History

SageView Advisory 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
2025 Q4	$8.32K	Buy	+85	New	+$7.45K	﹤0.01%	1781

Other funds holding ALSN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SageView Advisory Group's ALSN Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Allison Transmission (ALSN) in Q4 2025: 85 shares worth $8.32K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

524 funds tracked by Wall St. Rank hold ALSN as of Q4 2025.

SageView Advisory Group held 85 shares of Allison Transmission worth $8.32K as of Q4 2025.
Allison Transmission was a new SageView Advisory Group position in Q4 2025.
Allison Transmission made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1781 holding.
524 funds tracked by Wall St. Rank held Allison Transmission as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.