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Dakota Wealth Management’s Alamo Group ALG Stock Holding History

Dakota Wealth Management’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
2025
Q3 		– Sell
-978
Closed -$214K – 653
2025
Q2 		$214K Buy
+978
New +$187K ﹤0.01% 714
2024
Q1 		– Sell
-1,512
Closed -$318K – 723
2023
Q4 		$318K Hold
1,512
– – 0.01% 503
2023
Q3 		$261K Sell
1,512
-42
-3% -$7.52K 0.01% 522
2023
Q2 		$286K Sell
1,554
-1
-0.1% -$178 0.01% 491
2023
Q1 		$286K Sell
1,555
-327
-17% -$53.8K 0.02% 474
2022
Q4 		$266K Buy
1,882
+79
+4% +$11.4K 0.02% 469
2022
Q3 		$220K Buy
1,803
+47
+3% +$5.98K 0.02% 478
2022
Q2 		$204K Buy
+1,756
New +$215K 0.02% 444

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dakota Wealth Management's ALG Position: Q3 2025 in Review

Dakota Wealth Management sold out of Alamo Group (ALG) in Q3 2025, closing a stake of 978 shares — an estimated $214K sold.

Dakota Wealth Management first reported a position in ALG in Q2 2022 and held it in 8 quarters. The position peaked at $318K in Q4 2023. 284 funds tracked by Wall St. Rank hold ALG as of Q3 2025.

  • Dakota Wealth Management reported no remaining Alamo Group position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 978 Alamo Group shares in Q3 2025, an estimated $214K.
  • Dakota Wealth Management first reported a position in Alamo Group in Q2 2022 and held it in 8 quarters.
  • Dakota Wealth Management's Alamo Group position peaked at $318K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Alamo Group as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.