Allworth Financial
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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
Q2 		$1.03K Buy
25
+8
+47% +$332 ﹤0.01% 4710
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 $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Allworth Financial's ALCO Position: Q2 2026 in Review

Allworth Financial increased its Alico (ALCO) stake by 47% in Q2 2026, buying an estimated $332 and bringing the position to 25 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #4710.

Allworth Financial first reported a position in ALCO in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Allworth Financial held 25 shares of Alico worth $1.03K as of Q2 2026.
  • Allworth Financial bought 8 Alico shares in Q2 2026, an estimated $332.
  • Alico made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4710 holding.
  • Allworth Financial first reported a position in Alico in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.