Avantax Advisory Services’s Alamo Group ALG Stock Holding History

Avantax Advisory Services’s Portfolio ALG Stock Details ALG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy	+964	New	+$184K	﹤0.01%	2166

Other funds holding ALG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Avantax Advisory Services's ALG Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Alamo Group (ALG) in Q2 2025: 964 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2166 among its holdings.

281 funds tracked by Wall St. Rank hold ALG as of Q2 2025.

Avantax Advisory Services held 964 shares of Alamo Group worth $210K as of Q2 2025.
Alamo Group was a new Avantax Advisory Services position in Q2 2025.
Alamo Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2166 holding.
281 funds tracked by Wall St. Rank held Alamo Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.