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Dogwood Wealth Management’s Alamo Group ALG Stock Holding History

Dogwood 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
2026
Q1 		– Sell
-10
Closed -$1.68K – 863
2025
Q4 		$1.68K Buy
+10
New +$1.74K ﹤0.01% 584
2025
Q3 		– Sell
-26
Closed -$5.83K – 753
2025
Q2 		$5.83K Buy
+26
New +$4.96K ﹤0.01% 394

Other funds holding ALG

BlackRock
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Dogwood Wealth Management's ALG Position: Q1 2026 in Review

Dogwood Wealth Management sold out of Alamo Group (ALG) in Q1 2026, closing a stake of 10 shares — an estimated $1.68K sold.

Dogwood Wealth Management first reported a position in ALG in Q2 2025 and held it in 2 quarters. The position peaked at $5.83K in Q2 2025. 259 funds tracked by Wall St. Rank hold ALG as of Q1 2026.

  • Dogwood Wealth Management reported no remaining Alamo Group position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 10 Alamo Group shares in Q1 2026, an estimated $1.68K.
  • Dogwood Wealth Management first reported a position in Alamo Group in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Alamo Group position peaked at $5.83K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held Alamo Group as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.