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Twin Peaks Wealth Advisors’s Allegion ALLE Stock Holding History

Twin Peaks Wealth 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 		$10.8K Buy
+74
New +$11.8K ﹤0.01% 1026
2025
Q3 		– Sell
-39
Closed -$6.49K – 243
2025
Q2 		$6.49K Buy
+39
New +$5.33K ﹤0.01% 1161

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

Twin Peaks Wealth Advisors's ALLE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Allegion (ALLE) in Q1 2026: 74 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ALLE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ALLE in Q2 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold ALLE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 74 shares of Allegion worth $10.8K as of Q1 2026.
  • Allegion was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Allegion made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1026 holding.
  • Twin Peaks Wealth Advisors first reported a position in Allegion in Q2 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Allegion as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.