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Advisors Inner Circle Fd Iii shares owned by Allegheny Financial Group

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (BASG) shares owned by Allegheny Financial Group from 13F filings

Historical chart of Allegheny Financial Group investment in Advisors Inner Circle Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Iii held by Allegheny Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Iii by Allegheny Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.6M 61k 25.87

More positions owned by Allegheny Financial Group

Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Flexible Debt Et
Ea Series Trust City Diffnt Invt
Diamond Hill Funds Large Cap Concen
Ishares Tr Core Div Grwth (DGRO)
NVR (NVR)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Erie Indty Cl A (ERIE)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Microsoft Corporation (MSFT)

View all positions for Allegheny Financial Group

Top funds holding Advisors Inner Circle Fd Iii

Brown Advisory Holdings Incorporated
Advisor OS
Mjp Associates
Tred Avon Family Wealth
Allegheny Financial Group
Keybank National Association
Frontier Asset Management
Roman Butler Fullerton & Co

View all funds holding Advisors Inner Circle Fd Iii