Balboa Wealth Partners
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Balboa Wealth Partners’s Albemarle ALB Stock Holding History

Balboa Wealth Partners’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$275K Hold
2,600
– – 0.04% 370
2026
Q2 		$351K Sell
2,600
-722
-22% -$127K 0.05% 304
2026
Q1 		$596K Sell
3,322
-330
-9% -$56.3K 0.1% 171
2025
Q4 		$517K Buy
3,652
+502
+16% +$57K 0.09% 188
2025
Q3 		$255K Sell
3,150
-137
-4% -$10.6K 0.04% 308
2025
Q2 		$206K Sell
3,287
-2,050
-38% -$121K 0.04% 318
2025
Q1 		$384K Hold
5,337
– – 0.09% 157
2024
Q4 		$459K Hold
5,337
– – 0.1% 150
2024
Q3 		$505K Sell
5,337
-339
-6% -$30.1K 0.13% 141
2024
Q2 		$542K Buy
5,676
+142
+3% +$16.9K 0.14% 126
2024
Q1 		$729K Sell
5,534
-858
-13% -$106K 0.21% 85
2023
Q4 		$924K Sell
6,392
-1,742
-21% -$239K 0.31% 63
2023
Q3 		$1.38M Buy
8,134
+2,442
+43% +$486K 0.52% 30
2023
Q2 		$1.27M Buy
5,692
+791
+16% +$162K 0.44% 36
2023
Q1 		$1.08M Buy
4,901
+1,526
+45% +$376K 0.41% 47
2022
Q4 		$732K Buy
3,375
+475
+16% +$127K 0.33% 72
2022
Q3 		$767K Buy
+2,900
New +$737K 0.34% 61

Other funds holding ALB

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Balboa Wealth Partners's ALB Position: Q3 2026 in Review

Balboa Wealth Partners held its Albemarle (ALB) position steady in Q3 2026 at 2,600 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #370.

Balboa Wealth Partners first reported a position in ALB in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.38M in Q3 2023. 596 funds tracked by Wall St. Rank hold ALB as of Q3 2026.

  • Balboa Wealth Partners held 2,600 shares of Albemarle worth $275K as of Q3 2026.
  • Balboa Wealth Partners left its Albemarle share count unchanged in Q3 2026.
  • Albemarle made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #370 holding.
  • Balboa Wealth Partners first reported a position in Albemarle in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Albemarle position peaked at $1.38M in Q3 2023.
  • 596 funds tracked by Wall St. Rank held Albemarle as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.