Allegheny Financial Group
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 941,955
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 305 | 941,955 | 13F-HR | Allegheny Financial Group |
| Q1 2026 | 4/16/2026 | 290 | 741,827 | 13F-HR | Allegheny Financial Group |
| Q4 2025 | 2/2/2026 | 286 | 675,557 | 13F-HR | Allegheny Financial Group |
| Q3 2025 | 11/6/2025 | 263 | 535,189 | 13F-HR | Allegheny Financial Group |
| Q2 2025 | 8/13/2025 | 248 | 450,326 | 13F-HR | Allegheny Financial Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 333.3 K | 35.4% | 0 | 381 | -381 |
| ETFs | 573.1 K | 60.8% | 199.7 K | 0 | 199.7 K |
| Debt | 35.38 K | 3.8% | 721 | 0 | 721 |
| Other | 206 | 0.0% | 55 | 0 | 55 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
941,955
Holdings
305
QoQ value change ($000)
200,128
(27.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.