Bell Investment Advisors’s Alamo Group ALG Stock Holding History

Bell Investment Advisors’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 Q4	–	Sell	-26	Closed	-$4.96K	–	1808
2025 Q3	$4.96K	Sell	26 -2	-7%	-$430	﹤0.01%	941
2025 Q2	$6.12K	Buy	28 +20	+250%	+$3.82K	﹤0.01%	897
2025 Q1	$1.43K	Hold	8	–	–	﹤0.01%	1435
2024 Q4	$1.49K	Sell	8 -2	-20%	-$374	﹤0.01%	1441
2024 Q3	$1.8K	Hold	10	–	–	﹤0.01%	1392
2024 Q2	$1.73K	Sell	10 -4	-29%	-$780	﹤0.01%	1423
2024 Q1	$3.2K	Buy	14 +2	+17%	+$418	﹤0.01%	1143
2023 Q4	$2.52K	Sell	12 -3	-20%	-$549	﹤0.01%	1228
2023 Q3	$2.59K	Buy	15 +5	+50%	+$896	﹤0.01%	1156
2023 Q2	$1.84K	Sell	10 -13	-57%	-$2.32K	﹤0.01%	1342
2023 Q1	$4.24K	Buy	23 +5	+28%	+$823	﹤0.01%	856
2022 Q4	$2.55K	Buy	18 +14	+350%	+$2.03K	﹤0.01%	1159
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1706
2022 Q2	$0	Buy	+4	New	+$490	﹤0.01%	1717

Other funds holding ALG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return