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Allegheny Financial Group - Portfolio Stock Holdings

Allegheny Financial Group disclosed 317 stock positions in a recent SEC 13F filing. $941,647,008 of stock holdings were filed, with the largest holdings including PVAL, IMCG, and DHLX. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $5,593,591,868 and has 103 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

317

Est. Stock Holding Value:

$941,647,008

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Allegheny Financial Group

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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