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Allworth Financial’s Alico ALCO Stock Holding History

Allworth Financial’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$702 Buy
17
+13
+325% +$517 ﹤0.01% 4658
2025
Q4 		$146 Hold
4
– – ﹤0.01% 4741
2025
Q3 		$139 Buy
+4
New +$133 ﹤0.01% 4643

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

Allworth Financial's ALCO Position: Q1 2026 in Review

Allworth Financial increased its Alico (ALCO) stake by 325% in Q1 2026, buying an estimated $517 and bringing the position to 17 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Allworth Financial first reported a position in ALCO in Q3 2025 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold ALCO as of Q1 2026.

  • Allworth Financial held 17 shares of Alico worth $702 as of Q1 2026.
  • Allworth Financial bought 13 Alico shares in Q1 2026, an estimated $517.
  • Alico made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4658 holding.
  • Allworth Financial first reported a position in Alico in Q3 2025 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held Alico as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.