CFD
ALCO icon

Creative Financial Designs’s Alico ALCO Stock Holding History

Creative Financial Designs’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 		$20.7K Hold
500
– – ﹤0.01% 1283
2026
Q1 		$20.6K Hold
500
– – ﹤0.01% 1193
2025
Q4 		$18.2K Hold
500
– – ﹤0.01% 1182
2025
Q3 		$17.3K Hold
500
– – ﹤0.01% 1190
2025
Q2 		$16.3K Hold
500
– – ﹤0.01% 1204
2025
Q1 		$14.9K Hold
500
– – ﹤0.01% 1174
2024
Q4 		$13K Hold
500
– – ﹤0.01% 1157
2024
Q3 		$14K Hold
500
– – ﹤0.01% 1106
2024
Q2 		$13K Hold
500
– – ﹤0.01% 1083
2024
Q1 		$14.6K Hold
500
– – ﹤0.01% 1039
2023
Q4 		$14.5K Buy
+500
New +$13.4K ﹤0.01% 991

Other funds holding ALCO

GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Creative Financial Designs's ALCO Position: Q2 2026 in Review

Creative Financial Designs held its Alico (ALCO) position steady in Q2 2026 at 500 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Creative Financial Designs first reported a position in ALCO in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold ALCO as of Q2 2026.

  • Creative Financial Designs held 500 shares of Alico worth $20.7K as of Q2 2026.
  • Creative Financial Designs left its Alico share count unchanged in Q2 2026.
  • Alico made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1283 holding.
  • Creative Financial Designs first reported a position in Alico in Q4 2023 and has held it in 11 quarters since.
  • 110 funds tracked by Wall St. Rank held Alico as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.