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Bard Associates’s Alico ALCO Stock Holding History

Bard Associates’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 		$2.3M Sell
55,606
-23
-0% -$953 0.51% 56
2026
Q1 		$2.3M Buy
55,629
+106
+0.2% +$4.21K 0.58% 53
2025
Q4 		$2.02M Sell
55,523
-579
-1% -$20.2K 0.52% 55
2025
Q3 		$1.95M Sell
56,102
-485
-0.9% -$16.1K 0.52% 59
2025
Q2 		$1.85M Sell
56,587
-1,929
-3% -$58.5K 0.6% 62
2025
Q1 		$1.75M Buy
58,516
+87
+0.1% +$2.59K 0.65% 53
2024
Q4 		$1.52M Buy
58,429
+3,745
+7% +$97.8K 0.52% 66
2024
Q3 		$1.53M Buy
54,684
+806
+1% +$22.4K 0.52% 69
2024
Q2 		$1.4M Buy
53,878
+95
+0.2% +$2.57K 0.54% 69
2024
Q1 		$1.58M Buy
+53,783
New +$1.53M 0.57% 66

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 $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Bard Associates's ALCO Position: Q2 2026 in Review

Bard Associates reduced its Alico (ALCO) stake by 0.04% in Q2 2026, selling an estimated $953 and leaving 55,606 shares worth $2.3M. The position accounts for 0.51% of the portfolio, ranked #56.

Bard Associates first reported a position in ALCO in Q1 2024 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Bard Associates held 55,606 shares of Alico worth $2.3M as of Q2 2026.
  • Bard Associates sold 23 Alico shares in Q2 2026, an estimated $953.
  • Alico made up 0.51% of Bard Associates's portfolio in Q2 2026, its #56 holding.
  • Bard Associates first reported a position in Alico in Q1 2024 and has held it in 10 quarters since.
  • 111 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.