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Compass Wealth Management’s Alexander's ALX Stock Holding History

Compass Wealth Management’s Portfolio ALX Stock Details ALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.6K Buy
+100
New +$26.6K ﹤0.01% 318
2025
Q2 		– Sell
-100
Closed -$20.9K – 164
2025
Q1 		$20.9K Buy
+100
New +$20.2K 0.01% 322

Other funds holding ALX

Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Compass Wealth Management's ALX Position: Q3 2026 in Review

Compass Wealth Management opened a new position in Alexander's (ALX) in Q3 2026: 100 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #318 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in ALX as recently as Q1 2025.

Compass Wealth Management first reported a position in ALX in Q1 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold ALX as of Q3 2026.

  • Compass Wealth Management held 100 shares of Alexander's worth $24.6K as of Q3 2026.
  • Alexander's was a new Compass Wealth Management position in Q3 2026.
  • Alexander's made up ﹤0.01% of Compass Wealth Management's portfolio in Q3 2026, its #318 holding.
  • Compass Wealth Management first reported a position in Alexander's in Q1 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Alexander's as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.