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Allegiance Financial Group Advisory Services LLC → CAI

Allegiance Financial Group Advisory Services LLC CAI Position History

Caris Life Sciences, Inc.

Quarters held
1
Latest value
$241K
Q3 2026
Peak value
$241K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$241K7.9K——

Other funds holding CAI

Other Allegiance Financial Group Advisory Services LLC positions

VGES

VANGUARD INDEX FDS

$72.4M
VGES

VANGUARD INDEX FDS

$66.7M
VGES

VANGUARD INDEX FDS

$52.5M
VGES

VANGUARD INDEX FDS

$51.3M
MDT

AMERICAN CENTY ETF TR

$33M
MDT

AMERICAN CENTY ETF TR

$31.7M
RBBN

DIMENSIONAL ETF TRUST

$28.5M
RBBN

DIMENSIONAL ETF TRUST

$27.7M
Allegiance Financial Group Advisory Services LLC CAI Holdings: 13F Position History | Track13F