Caprock Group’s Alamo Group ALG Stock Holding History

Caprock Group’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	$202K	Buy	+1,227	New	+$198K	﹤0.01%	1170
2025 Q4	–	Sell	-1,236	Closed	-$261K	–	1197
2025 Q3	$261K	Buy	+1,236	New	+$266K	0.01%	986
2025 Q1	$266K	Buy	1,493 +28	+2%	+$5.14K	0.01%	913
2024 Q4	$272K	Sell	1,465 -1	-0.1%	-$187	0.01%	841
2024 Q3	$264K	Hold	1,466	–	–	0.01%	764
2024 Q2	$254K	Hold	1,466	–	–	0.01%	739
2024 Q1	$335K	Hold	1,466	–	–	0.02%	522
2023 Q4	$308K	Hold	1,466	–	–	0.02%	525
2023 Q3	$253K	Sell	1,466 -3	-0.2%	-$537	0.02%	546
2023 Q2	$270K	Hold	1,469	–	–	0.02%	526
2023 Q1	$271K	Buy	+1,469	New	+$242K	0.02%	518

Other funds holding ALG

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caprock Group's ALG Position: Q2 2026 in Review

Caprock Group opened a new position in Alamo Group (ALG) in Q2 2026: 1,227 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1170 among its holdings. This is a return to the name: Caprock Group previously reported a position in ALG as recently as Q3 2025.

Caprock Group first reported a position in ALG in Q1 2023 and has held it in 11 quarters since. The position peaked at $335K in Q1 2024. 271 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

Caprock Group held 1,227 shares of Alamo Group worth $202K as of Q2 2026.
Alamo Group was a new Caprock Group position in Q2 2026.
Alamo Group made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1170 holding.
Caprock Group first reported a position in Alamo Group in Q1 2023 and has held it in 11 quarters since.
Caprock Group's Alamo Group position peaked at $335K in Q1 2024.
271 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.