ACI
OMCC

Alpha Cubed Investments’s Old Market Capital Corp OMCC Stock Holding History

Alpha Cubed Investments’s Portfolio OMCC Stock Details OMCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$69.4K Hold
13,405
– – ﹤0.01% 297
2025
Q3 		$69K Hold
13,405
– – ﹤0.01% 295
2025
Q2 		$73.7K Hold
13,405
– – ﹤0.01% 292
2025
Q1 		$80.7K Sell
13,405
-1,170
-8% -$7.41K ﹤0.01% 296
2024
Q4 		$93.6K Hold
14,575
– – ﹤0.01% 259
2024
Q3 		$92.6K Hold
14,575
– – ﹤0.01% 262
2024
Q2 		$95.8K Sell
14,575
-4,350
-23% -$28.9K ﹤0.01% 283
2024
Q1 		$128K Buy
+18,925
New +$132K 0.01% 280

Other funds holding OMCC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return