Allegiance Financial Group Advisory Services LLC

Position in COST — Costco Wholesale Corp /New

CIK 1964068 VIENNA, VA

Position in COST

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$215,158

New position

Shares Held

230

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#3,893

of 4,178 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Allegiance Financial Group Advisory Services LLC holds $994,556 across 3 Discount Stores names. COST ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TGT	Target Corp	3,668	$479,077
2	DG	Dollar General Corp	2,609	$300,321
3	COST	Costco Wholesale Corp /New This page	230	$215,158

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,158	230	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.