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Berbice Capital Management’s Alger 35 ETF ATFV Stock Holding History

Berbice Capital Management’s Portfolio ATFV Stock Details ATFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$177K Buy
+5,639
New +$191K 0.12% 54

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FAM
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
CFO Capital Management Fairfield, Connecticut $121M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Berbice Capital Management's ATFV Position: Q1 2026 in Review

Berbice Capital Management opened a new position in Alger 35 ETF (ATFV) in Q1 2026: 5,639 shares worth $177K. The stake represents 0.12% of the portfolio and ranks #54 among its holdings.

28 funds tracked by Wall St. Rank hold ATFV as of Q1 2026.

  • Berbice Capital Management held 5,639 shares of Alger 35 ETF worth $177K as of Q1 2026.
  • Alger 35 ETF was a new Berbice Capital Management position in Q1 2026.
  • Alger 35 ETF made up 0.12% of Berbice Capital Management's portfolio in Q1 2026, its #54 holding.
  • 28 funds tracked by Wall St. Rank held Alger 35 ETF as of Q1 2026.

Based on Berbice Capital Management's 13F filing for Q1 2026, filed 6 May 2026.