Allegiance Financial Group Advisory Services LLC
Position in VRT — Vertiv Holdings Co
CIK 1964068
VIENNA, VA
Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$844,750
+$288,212 QoQ
Shares Held
2,523
+13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,176
of 2,035 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Allegiance Financial Group Advisory Services LLC holds $1,148,182 across 2 Electrical Equipment & Parts names. VRT ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,523 | $844,750 | |
| 2 | NVT |
nVent Electric plc
|
1,789 | $303,432 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,750 | 2,523 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $556,538 | 2,221 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $236,210 | 1,458 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $250,729 | 1,662 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $213,802 | 1,665 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||