Albion Financial Group Portfolio Analysis: Q2 2026 Investment Trends

As of June 30th, 2026, Albion Financial Group maintained its investment strategy with a total portfolio value of approximately $1.7 billion. The firm's holdings reflect ongoing adjustments across the market landscape.

Several notable purchases occurred during this quarter, as evidenced by significant increases in share counts and portfolio allocations:

• ISHARES TR (SGOV): Albion increased its stake substantially from prior periods. The investor added over 353k shares of SGOV (SGOV) during Q2.
• SPDR SERIES TRUST (SPLG): The firm boosted its position in SPLG (SPLG). This ETF saw a significant share increase.
• VANGUARD SCOTTSDALE FDS (VGIT): Albion also increased its holdings in VGIT (VGIT). This fund allocation grew during the quarter.
• JANUS DETROIT STR TR (JMBS): The investor added to JMBS (JMBS) shares, increasing its portfolio allocation in this fund.
• INVESCO EXCH TRADED FD TR II (PGX): Albion's position in PGX (PGX) also saw an increase, contributing to its allocation.

Conversely, the investor disposed of substantial portions of other holdings during Q2:

• ISHARES TR (IWR): Albion sold a large number of IWR (IWR) shares, reducing its portfolio allocation significantly.
• KORU MEDICAL SYSTEMS INC (KRMD): The investor exited their position entirely in KRMD (KRMD), as indicated by the negative allocation percentage.
• ISHARES TR (IVW): Albion sold all its shares of IVW (IVW) during this period, removing it completely from the portfolio.
• ACCENTURE PLC IRELAND (ACN): The firm sold all its remaining shares of ACN (ACN) at the end of Q2.
• PEPSICO INC (PEP): Albion reduced its position in PEP (PEP) by a notable percentage, though not entirely exiting the stock.
• CISCO SYS INC (CSCO): The investor decreased its stake in CSCO (CSCO), reducing shares by over 12% from the previous quarter.

The portfolio's sector allocation also saw shifts during Q2:

• No Technology sales reported as a primary exit category, though specific tech stocks like ACN and CSCO were sold out, impacting overall percentage change in that sector.
• Healthcare experienced an exit, specifically with the complete removal of KRMD shares from Albion's portfolio.
• No Utilities or Energy sales reported as a primary exit category.
• The Technology sector allocation decreased slightly, while Consumer Defensive saw a reduction due to PEP and CSCO exits. Other sectors like Financial Services experienced minor changes.

Albion's portfolio adjustments reflect active management during the second quarter of 2026:

• The firm demonstrated significant buying power, adding substantial positions to funds and ETFs like SGOV, SPLG, PGX, VGIT, and JMBS.
• Concurrently, Albion disposed of several holdings including IWR, IVW, ACN, CSCO, PEP, and KRMD.

To view the complete portfolio snapshot for Albion Financial Group as of June 30th, 2026, please visit their profile on InsiderSet. For detailed information about any specific stock holding mentioned in this analysis, you can explore the individual company pages via links provided for each symbol.