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Cornerstone Planning Group’s Alico ALCO Stock Holding History

Cornerstone Planning Group’s Portfolio ALCO Stock Details ALCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.54K Sell
139
-11
-7% -$456 ﹤0.01% 1062
2026
Q1 		$6.19K Buy
150
+91
+154% +$3.62K ﹤0.01% 1037
2025
Q4 		$2.37K Buy
59
+46
+354% +$1.6K ﹤0.01% 1162
2025
Q3 		$1.8K Sell
13
-13
-50% -$432 ﹤0.01% 1185
2025
Q2 		$837 Buy
+26
New +$789 ﹤0.01% 1162

Other funds holding ALCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Cornerstone Planning Group's ALCO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Alico (ALCO) stake by 7.3% in Q2 2026, selling an estimated $456 and leaving 139 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Cornerstone Planning Group first reported a position in ALCO in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.19K in Q1 2026. 56 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Cornerstone Planning Group held 139 shares of Alico worth $5.54K as of Q2 2026.
  • Cornerstone Planning Group sold 11 Alico shares in Q2 2026, an estimated $456.
  • Alico made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1062 holding.
  • Cornerstone Planning Group first reported a position in Alico in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Alico position peaked at $6.19K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.