Allegiance Financial Group Advisory Services LLC
Position in FIVE — Five Below, Inc
CIK 1964068
VIENNA, VA
Position in FIVE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$299,080
New position
Shares Held
1,309
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Allegiance Financial Group Advisory Services LLC holds $287,725 across 1 Specialty Retail name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
638 | $287,725 |
All Filings in FIVE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $299,080 | 1,309 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||