BFSG LLC
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BFSG LLC’s Align Technology ALGN Stock Holding History

BFSG LLC’s Portfolio ALGN Stock Details ALGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$727 Buy
+5
New +$827 ﹤0.01% 871
2024
Q1 		– Sell
-15
Closed -$4.11K – 666
2023
Q4 		$4.11K Buy
+15
New +$3.56K ﹤0.01% 513
2020
Q1 		– Sell
-2,505
Closed -$699K – 149
2019
Q4 		$699K Buy
+2,505
New +$625K 0.13% 131
2017
Q4 		– Sell
-1,526
Closed -$284K – 149
2017
Q3 		$284K Sell
1,526
-193
-11% -$33K 0.13% 97
2017
Q2 		$258K Buy
+1,719
New +$233K 0.13% 94

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Assenagon Asset Management
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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Schaper Benz & Wise Investment Counsel
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

BFSG LLC's ALGN Position: Q3 2026 in Review

BFSG LLC opened a new position in Align Technology (ALGN) in Q3 2026: 5 shares worth $727. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: BFSG LLC previously reported a position in ALGN as recently as Q4 2023.

BFSG LLC first reported a position in ALGN in Q2 2017 and has held it in 5 quarters since. The position peaked at $699K in Q4 2019. 192 funds tracked by Wall St. Rank hold ALGN as of Q3 2026.

  • BFSG LLC held 5 shares of Align Technology worth $727 as of Q3 2026.
  • Align Technology was a new BFSG LLC position in Q3 2026.
  • Align Technology made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #871 holding.
  • BFSG LLC first reported a position in Align Technology in Q2 2017 and has held it in 5 quarters since.
  • BFSG LLC's Align Technology position peaked at $699K in Q4 2019.
  • 192 funds tracked by Wall St. Rank held Align Technology as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.