EWM
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Empirical Wealth Management’s Alamo Group ALG Stock Holding History

Empirical 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
Q2 		$337K Buy
2,050
+498
+32% +$80.5K ﹤0.01% 834
2026
Q1 		$256K Buy
1,552
+286
+23% +$53.9K ﹤0.01% 855
2025
Q4 		$213K Buy
+1,266
New +$220K ﹤0.01% 841

Other funds holding ALG

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $216M AUM 32.94% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Empirical Wealth Management's ALG Position: Q2 2026 in Review

Empirical Wealth Management increased its Alamo Group (ALG) stake by 32% in Q2 2026, buying an estimated $80.5K and bringing the position to 2,050 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Empirical Wealth Management first reported a position in ALG in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold ALG as of Q2 2026.

  • Empirical Wealth Management held 2,050 shares of Alamo Group worth $337K as of Q2 2026.
  • Empirical Wealth Management bought 498 Alamo Group shares in Q2 2026, an estimated $80.5K.
  • Alamo Group made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #834 holding.
  • Empirical Wealth Management first reported a position in Alamo Group in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Alamo Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.