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Allegion Plc equity shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Allegion Plc equity (ALLE) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Allegion Plc equity

Tip: Access up to 7 years of quarterly data

All positions including Allegion Plc equity held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Allegion Plc equity by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $315k 2.2k 140.50

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Schwab Strategic Tr Us Aggregate B (SCHZ)
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Grayscale Bitcoin Mini Tr Et Shs New (BTC)
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Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Allegion Plc equity

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Robeco Investment Management
State Street Corporation
Kayne Anderson Rudnick Investment Management
Geode Capital Management
Massachusetts Financial Services
Invesco
Brown Advisory Holdings Incorporated
Deutsche Bank Aktiengesellschaft
Nordea Investment Management Ab
Morgan Stanley
Lord, Abbett & Co
Northern Trust

View all funds holding Allegion Plc equity