Sequoia Financial Advisors’s Allegion ALLE Stock Holding History

Sequoia 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 Q2	$446K	Sell	3,174 -1,150	-27%	-$156K	﹤0.01%	1411
2026 Q1	$628K	Sell	4,324 -1,339	-24%	-$214K	﹤0.01%	1135
2025 Q4	$902K	Buy	5,663 +2,192	+63%	+$365K	0.01%	941
2025 Q3	$616K	Sell	3,471 -9	-0.3%	-$1.49K	﹤0.01%	1026
2025 Q2	$502K	Buy	3,480 +1,615	+87%	+$221K	﹤0.01%	993
2025 Q1	$243K	Sell	1,865 -594	-24%	-$76.9K	﹤0.01%	1169
2024 Q4	$321K	Buy	2,459 +1,082	+79%	+$153K	﹤0.01%	995
2024 Q3	$201K	Buy	+1,377	New	+$182K	﹤0.01%	1169
2024 Q2	–	Sell	-1,653	Closed	-$223K	–	1227
2024 Q1	$223K	Buy	+1,653	New	+$212K	﹤0.01%	1001

Other funds holding ALLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sequoia Financial Advisors's ALLE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Allegion (ALLE) stake by 27% in Q2 2026, selling an estimated $156K and leaving 3,174 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

Sequoia Financial Advisors first reported a position in ALLE in Q1 2024 and has held it in 9 quarters since. The position peaked at $902K in Q4 2025. 731 funds tracked by Wall St. Rank hold ALLE as of Q2 2026.

Sequoia Financial Advisors held 3,174 shares of Allegion worth $446K as of Q2 2026.
Sequoia Financial Advisors sold 1,150 Allegion shares in Q2 2026, an estimated $156K.
Allegion made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1411 holding.
Sequoia Financial Advisors first reported a position in Allegion in Q1 2024 and has held it in 9 quarters since.
Sequoia Financial Advisors's Allegion position peaked at $902K in Q4 2025.
731 funds tracked by Wall St. Rank held Allegion as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.