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Bay Harbor Wealth Management’s Alamo Group ALG Stock Holding History

Bay Harbor Wealth Management’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
2026
Q2 		– Sell
-1
Closed -$164 – 1295
2026
Q1 		$164 Buy
+1
New +$189 ﹤0.01% 1172
2025
Q3 		– Sell
-1
Closed -$218 – 1290
2025
Q2 		$218 Hold
1
– – ﹤0.01% 895
2025
Q1 		$178 Buy
+1
New +$184 ﹤0.01% 710

Other funds holding ALG

BlackRock
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's ALG Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of Alamo Group (ALG) in Q2 2026, closing a stake of 1 share — an estimated $164 sold.

Bay Harbor Wealth Management first reported a position in ALG in Q1 2025 and held it in 3 quarters. The position peaked at $218 in Q2 2025. 270 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining Alamo Group position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Alamo Group share in Q2 2026, an estimated $164.
  • Bay Harbor Wealth Management first reported a position in Alamo Group in Q1 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's Alamo Group position peaked at $218 in Q2 2025.
  • 270 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.